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2018 Year-End Tax Planning (webinar)

ABOUT THE AUTHOR

Erin Durkin has over 10 years of experience in the financial services industry. Prior to joining EP Wealth Advisors, Erin worked for Westmount Asset Management as their Director of Financial Planning. She concentrated on developing comprehensive financial planning solutions for their affluent client base. Prior to Westmount, Erin worked for MetLife in San Diego as well as MetLife of Southern California. She served as the Lead Financial Planning Specialist for the firm’s Case Design Unit where she was responsible for working with over 120 financial advisors in creating in customized comprehensive financial plans for their clients. Erin earned her BS from the University of San Diego, majoring in Business Administration and Psychology. She is currently pursuing her Master’s degree in Accounting with goal of obtaining the CPA designation. She is also a CFP® certificant.

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