Clarissa Brown
Client Relationship Associate
Orange County, California
Client Relationship Associate
Orange County, California
Clarissa Brown is passionate about delivering exceptional customer service and supporting clients and financial advisors with efficiency and care.
Before her current role, Clarissa worked in the Move Money department at LPL Financial, where she processed fund transactions, communicated policy procedures, and helped streamline operational practices for advisor offices.
Clarissa is currently pursuing her associate's degree in Business Management at San Diego Mesa College.
Clarissa enjoys all things health and fitness. In her free time, you’ll find her at the gym, walking along the beach, or experimenting with new healthy recipes in the kitchen.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth’s Rich DeRafelo, CFP®, shares...
Explore tax-smart strategies for...
EP Wealth’s Scott Upham, CIMA®, CPWA®,...
Learn how tax-loss harvesting can help...