Breanne Funk, CFP® CRPC ®

Breanne Funk, CFP® CRPC ® has a strong background in wealth management. Breanne started their career in 2001 at Merrill Lynch, where they worked as a Private Wealth Relationship Manager for over 17 years. In this role, they helped clients pursue their financial goals by providing expert advice and personalized solutions. In 2018, Breanne joined EPIQ Capital Group as Vice President, Family Office. Breanne continues to leverage their extensive knowledge and experience to serve high-net-worth individuals and families.

Breanne Funk, CFP® CRPC®, obtained a Bachelor of Science degree in Business with a major in Finance from Santa Clara University Leavey School of Business, from 1997 to 2001. In addition, they have acquired several additional certifications, including a Certificate in ESG Investing from Columbia Business School Executive Education in May 2022. Breanne also holds the Certified Retirement Planning Counselor (CRPC) designation, which they obtained in 2008. Breanne became a Certified Financial Planner (CFP) in July 2006, awarded by the CFP Board. Furthermore, they have earned the Series 66 license in January 2002 and the Series 7 license from FINRA in October 2001.