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EP Wealth Advisors

2 followers

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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.

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Headquarters

Torrance, United States

Employees

Links

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Patrick Goshtigian

Executive Chairman

Patrick Goshtigian

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Christopher Toumajian

Chief Financial Officer

Managing Director

Cfp® Derek Holman Aif®

Managing Director

Cfp® Erin Voisin Ea, Ms, Cdfa®, Chfc®

Managing Director Partner Wealth Management Services

Managing Director Of Wealth Advisory/partner At EP Wealth Advisors

Divisional Leader, Partner

Teams

Client Relationship Management

33 members

Leadership Team

19 members

Financial Analysis and Reporting

13 members

Compliance and Regulatory Affairs

8 members

IT and Technical Support

5 members

Offices

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