EP Wealth Advisors
Robert Davis serves as the Vice President of Wealth Management at EP Wealth Advisors since October 2020, bringing valuable experience from prior service as a Financial Advisor at Financial Insight Center from December 2017 to October 2020. Academic credentials include a Bachelor's Degree in Personal Financial Planning obtained from Utah Valley University (2014-2016), an Associate's Degree in Associates of Science from Utah Valley University (2011-2013), and an Associate's Degree in General Studies from Orange Coast College (2007-2008).
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