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Sage Mattson

Tax Manager at EP Wealth Advisors

  • LinkedIn

Email Email: s****@epwealth.com

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

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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

Evan Rice

Financial Planning Analyst

Cfp® Alina Narr

Associate Director of Financial Planning

Lyndsey Xa

Senionr Financial Planner

Greg Wells

Regional Director / Partner

Curtis Divona

Director of Client Services

Geo Beltran

Financial Planning Associate

Tyler McSween

Financial Planning Associate

Frequently Asked Questions Regarding Sage Mattson

Answer: Sage Mattson works for EP Wealth Advisors as Tax Manager

Answer: Sage Mattson’s role in EP Wealth Advisors is Tax Manager

Answer: Sage Mattson's email address is s***@gmail.com

Answer: Sage Mattson's business email address is s****@epwealth.com

Answer: Sage Mattson’s direct phone number is (***)-***-****

Answer: Sage Mattson works in the industry of: Financial Services

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

Answer: EP Wealth Advisors's Tax Manager is Sage Mattson

Answer: Sage Mattson contact details:

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

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