Kasey Kishiyama Mba, Capm®

Kasey Kishiyama, MBA, CAPM®, currently serves as a Senior Client Relationship Associate at EP Wealth Advisors, LLC, a wealth management advisory firm managing $26.2 billion in assets. Previously, Kasey worked as a Registered Tax Preparer for the California Tax Education Council, where responsibilities included assisting clients with tax returns and IRS correspondence. Kasey also held the role of Client Relationship Manager at Cetera Advisor Networks LLC, supporting wealth management services, and served as a Project Portfolio Management Analyst at DIRECTV. Early career experience includes roles at NickellPPS in client relations and as a Purchasing Agent, as well as serving as an Executive Administrative Assistant at MedChem Manufacturing. Kasey earned a Bachelor of Arts in Asian American Studies from UC Irvine and a Master of Business Administration with a focus on Project Management from Mount Saint Mary's University.