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Kasey Kishiyama

Senior Client Relationship Associate at EP Wealth Advisors

  • LinkedIn

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

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

Experienced Client Relationship Manager with a demonstrated history of working in the financial services and telecommunications industry. Licensed Public Notary, Certified Associate in Pr...

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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

Cfp® Brian H. Wilde

Vice President/Fee Only Wealth Advisor

Germana Moura

Senior Compliance Associate

Alan Berkshire

Chief Administrative Officer & General Counsel

Jennifer Li

Director of Financial Planning

Phuong Quach

Financial Planning Associate

Jennifer Forsyth

Senior Client Relationship Associate at Ep Wealth Advisors, Llc

Frequently Asked Questions Regarding Kasey Kishiyama

Answer: Kasey Kishiyama works for EP Wealth Advisors as Senior Client Relationship Associate

Answer: Kasey Kishiyama’s role in EP Wealth Advisors is Senior Client Relationship Associate

Answer: Kasey Kishiyama's email address is k***@gmail.com

Answer: Kasey Kishiyama's business email address is k****@epwealth.com

Answer: Kasey Kishiyama’s direct phone number is (***)-***-****

Answer: Kasey Kishiyama works in the industry of: Financial Services

Answer: Kasey Kishiyama is the current Senior Client Relationship Associate at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Senior Client Relationship Associate is Kasey Kishiyama

Answer: Kasey Kishiyama contact details:

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

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