Phoenix, Arizona
Octavio Ceja Jr. joined the EP Wealth Advisors team in 2022. Octavio is an enrolled agent, authorized to represent taxpayers before the Internal Revenue Service, whose previous roles included serving as a Mutual Fund Accountant at ING Funds. He was motivated to work in wealth management by the satisfaction of assisting clients in meeting their financial and life goals. In his free time, Octavio enjoys traveling, hiking, reading anything financial/tax related, volunteering in his community and watching his son play sports. He’s actively involved in the Peoria Unified School District and volunteers at The Arizona Council on Economic Education, where he teaches financial literacy to students in K–12.
Arizona State University, Post Baccalaureate in Accountancy Arizona State University, B.S., Global Business/Financial Management Phoenix College, A.A.
