Tony Jurado, CFP®

Regional Director, Partner

Alamo, California

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Tony Jurado is a Regional Director and Partner with more than 25 years of experience in wealth management. He advises affluent individuals and families on investment management and comprehensive financial planning.
In 2010, he founded Sage Wealth Group, which merged into Lodestar Private Asset Management in 2016. He was a partner at Lodestar until the firm joined EP Wealth Advisors in 2026. Tony earned a B.A. from Dartmouth College and is a CFP® professional.
Tony combines deep technical expertise with a thoughtful, relationship-driven approach. He helps clients understand their options and make confident, long-term decisions that reflect their goals and priorities.
Outside of the office, Tony enjoys a variety of creative pursuits, including woodworking, painting, and playing the saxophone. He is also a competitive masters sprinter who has competed at the national level. Tony lives in Oakland with his wife and two children.[