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Joey Roman

Wealth Advisory Coordinator at EP Wealth Advisors

  • LinkedIn

Email Email: j****@epwealth.com

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

I am currently in my last year as an International Business major at CSULB looking to graduate and pursue a career in Wealth Advisory. I have developed a strong understanding of analytica...

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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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Employees

Ethan Upham

Client Relationship Associate Analyst

Haylee Michaud

Customer Relationship Specialist

Eileen Guerin

Client Relationship Associate

Mike Madden

IT Manager, Infrastructure and Service Delivery

Lorene Wenz

Sr. Client Relationship Associate

Alexander Park

Portfolio Strategy Associate

Cfp® Alina Narr

Associate Director of Financial Planning

Frequently Asked Questions Regarding Joey Roman

Answer: Joey Roman works for EP Wealth Advisors as Wealth Advisory Coordinator

Answer: Joey Roman’s role in EP Wealth Advisors is Wealth Advisory Coordinator

Answer: Joey Roman's email address is j***@gmail.com

Answer: Joey Roman's business email address is j****@epwealth.com

Answer: Joey Roman’s direct phone number is (***)-***-****

Answer: Joey Roman works in the industry of: Financial Services

Answer: Joey Roman is the current Wealth Advisory Coordinator at EP Wealth Advisors.... Read More

Answer: Joey Roman works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Wealth Advisory Coordinator is Joey Roman

Answer: Joey Roman contact details:

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

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