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EP Wealth Advisors

EP Wealth Advisors

Torrance, CA

We have found contact information containing phone numbers and email addresses for Ep Wealth Advisors. Ep Wealth Advisors operates in the Investment Management, Wealth Management, and Investment Advisory Service industry and is located at 21515 Hawthorne Blvd SUITE 1200, Torrance, CA 90503. The company uses products and components, such as Annuities, Bonds, Free Consultations, Government Securities, and Individual Retirement Accounts. The company operates in the following fields: Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, and Estate Planning. Derek Holman currently works in Ep Wealth Advisors. The company was founded on 6/17/2011.

Company Details

Last Update
Jul 14, 2022
Doing business as
Ep Wealth Advisors, LLC
Ep Wealth Advisors, Inc
Location
21515 Hawthorne Blvd SUITE 1200, Torrance, CA 90503
Phone
(***) ***-4559
Industry
Investment Management
Wealth Management
Investment Advisory Service
Category
Financial Planning Consultants & Services
Specialties
Investment Management
Holistic Financial Planning
Wealth Advisory
Retirement Planning
Number of Employee
11-50 employees
Products
Annuities
Bonds
Free Consultations
Government Securities
NAICS
541 - Professional, Scientific, and Technical Services
Areas served
CA

Decision Makers

Ben Porras
Managing Director
Sean Cartin
Vice President
Rlp Brad Owen
Senior Vice President And Senior Wealth Advisor
Brett Anderson
Regional Director And Partner
Tammy Trenta
Tammy Trenta
Private Wealth Manager At Creative Planning Inc

Employees

Loren B Kayfetz
Senior Wealth Manager
Jake Thomas
Senior Manager Of Client Analytics And Strategy
Breene Murphy
Director Of Client Experience
Mineko C Murai
Business Operations Manager
Gary Chan
Director Of Tax And Estate Planning Services
Karen Armstrong
Temporary Administrative Staff
Adrian J Larson
Regional Director And Partner
Adam N Werner
Vice President And Wealth Advisor
Gregory Wendt
Co-Founder And Partner
Clint Camua
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