EP Wealth Advisors
Fernando Reyes, MBA, CFP®, ChFC® is a seasoned wealth management professional with extensive experience in the financial services industry, currently serving as a Wealth Advisor at EP Wealth Advisors since May 2019. Prior roles include Wealth Planner at Union Bank, Wealth Advisor Associate at City National Bank, and Senior Client Associate at Wells Fargo. Fernando holds a Master of Business Administration in Finance from California State University, Long Beach, and a Bachelor of Arts in History from UC Santa Barbara. Additional educational qualifications include studies at UCLA Extension and The American College of Financial Services.
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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.