EP Wealth Advisors
Brett Panziera, CFP®, EA, currently serves as Associate Director of Financial Planning at EP Wealth Advisors, a position held since February 2017, where responsibilities include direct client engagement, collaboration with advisors, team management, and training. Prior to this role, Brett worked at MassMutual Greater Pacific from February 2013 to February 2017 as a Financial Planning Consultant, supervising the financial planning platform and assisting advisors in developing over 275 comprehensive financial plans. Earlier experience includes positions at American Farms, CODA, Ottone Leach Olsen & Ray LLP, and Grow Art Farms, covering various administrative, legal, and marketing functions. Brett holds a Bachelor's degree in Political Science and English from UCLA, completed in 2011.
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