Jason McCoy, CFA®, CFP®

Vice President, Partner

Alamo, California

Contact Jason

Jason McCoy is a Vice President and Partner who helps individuals and families build financial plans around meaningful life goals. He often coordinates with clients’ tax professionals and estate planning attorneys to support an integrated financial experience.
Before joining EP Wealth, Jason served as a Financial Advisor and Partner at Lodestar Private Asset Management. His experience includes comprehensive planning, client relationship management, and coordinating strategies across multiple financial disciplines. Jason earned a B.S. in Philosophy from Western Oregon University. He is a CFA® charterholder and a CFP® professional.
Jason believes thoughtful planning can have a meaningful impact on a client’s life. He focuses on understanding each client’s goals and coordinating the appropriate professionals and strategies to provide clear, connected guidance.
Jason and his wife, Maria, live in Walnut Creek.