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Cfp® Kristen Perez

Senior Financial Planner at EP Wealth Advisors

  • LinkedIn

Email Email: k****@epwealth.com

phone noPhone Number: (***)-***-****

There are few careers in which you can see the tangible impact of your work — how you’re directly affecting the lives of others. I have always been driven by the need to make a difference...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees

Bryce Yamada

Financial Planning Intern

Mason Hulce

Client Relationship Associate

Christian Fontal

Client Relationship Associate

Taylor Pedro

Office Service Associate

Tyler McSween

Financial Planning Associate

Kelly Anselmo

Client Relationship Manager

Cfp® Garrett Carter

Associate Director of Partnership Integration

Frequently Asked Questions Regarding Cfp® Kristen Perez

Answer: Cfp® Kristen Perez works for EP Wealth Advisors as Senior Financial Planner

Answer: Cfp® Kristen Perez’s role in EP Wealth Advisors is Senior Financial Planner

Answer: Cfp® Kristen Perez's email address is k***@gmail.com

Answer: Cfp® Kristen Perez's business email address is k****@epwealth.com

Answer: Cfp® Kristen Perez’s direct phone number is (***)-***-****

Answer: Cfp® Kristen Perez works in the industry of: Financial Services

Answer: Cfp® Kristen Perez is the current Senior Financial Planner at EP Wealth Advisors.... Read More

Answer: Cfp® Kristen Perez works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Senior Financial Planner is Cfp® Kristen Perez

Answer: Cfp® Kristen Perez contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@epwealth.com

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