EP Wealth Advisors
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Patrick Goshtigian
President & CEO
Cfp® Derek Holman Aif®
Managing Director
Brenda Winn
Client Relationship Manager
Kathleen Morris Cheek
Mineko C. Murai
+ 16 more
Cfp® Dan Federman
Vice President
Richard Tarroza
Head Trader
Kevin Ashworth
Investment Director
1999 - present
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