Cfp® Erin Voisin Ea, Ms, Cdfa®, Chfc®

Erin Voisin has over 10 years of experience in the financial planning industry. Erin currently serves as the Managing Director/Partner- Wealth Management Services at EP Wealth Advisors, where they specialize in creating customized financial plans for affluent individuals, businesses, and non-profit organizations. Prior to their current role, Erin worked as a Financial Planning Specialist at Westmount Asset Management, where they tailored investment plans for high net-worth clients. Erin also gained experience as a Financial Planning Coordinator at MetLife. Erin holds various certifications, including CFP®, EA, MS, CDFA®, and ChFC®.

Erin Voisin, CFP®, EA, MS, CDFA®, ChFC® has a strong educational background in the field of business and accounting. Erin obtained their Bachelor of Business Administration degree with a focus on Business and Psychology from the University of San Diego from 2004 to 2008. Later, Erin pursued further education by enrolling in Southern New Hampshire University from 2015 to 2016, where they obtained a Master's Degree in Accounting. Their educational journey reflects their dedication to expanding their knowledge and expertise in the field.