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EP Wealth Advisors
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Long Beach, United States
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Christopher Toumajian
Chief Financial Officer
Adam N. Phillips Cfa, Caia, Cfp®
Managing Director, Investments
® Eric Swanson
Vice President Certified Financial Planner®
Cfp® Jennifer Li Ea, Cap®, Cexp™
Director Of Financial Planning
Janeth Trejo
Senior Accountant
Lucy Assad Ea
Senior Tax Accountant
Mark Giese Cpa
Controller
Rebecca Navas
Tax Manager
Cpa/Pfs Therese Dayrit Tippie Mbt
Tax Director
19 people, 0 jobs
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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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