Central Coast, California Office

892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401

Phone: (805) 541-1308

Fax: (805) 541-5517

Georgiana Atsma

Georgiana Atsma

Client Relationship Associate

Central Coast, California

  • Georgiana is responsible for establishing and maintaining client investment accounts at various custodians, as well as facilitating day-to-day money movements, processing account rollovers, asset transfers, check deposits, and wires as needed.

  • Following a Client Service Associate Internship where she assisted with miscellaneous administrative tasks, scheduled client meetings and gathered the financial information needed prior to client meetings, Georgiana joined Wacker Wealth Partners and subsequently became part of the EP Wealth Advisors team.

  • Georgiana received her B.S., Business Administration-Finance from California State University, Fresno. She also is authorized to serve as a Notary Public.

  • Cooking and trying new recipes delights Georgiana. She also enjoys outside activities such as going on walks or hikes.

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