EP Wealth Advisors
Andrew Cheng, CFA is a Sr. Financial Analyst at EP Wealth Advisors with experience in FP&A and Merger & Acquisition. Prior to this, Andrew worked at FCTI, Inc. as a Financial & Data Consultant focusing on Budget to Actual Analysis, Machine Learning Forecast Model, and more. With a background as a Corporate Financial Analyst II/Business Partner at DealerSocket, Andrew has strong financial analysis skills and expertise in Excel and spreadsheet operations. Andrew's education includes a Bachelor of Arts in Accounting and Finance from the University of California, Irvine.
EP Wealth Advisors
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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $13 billion in client assets under management.