Ana, Wealth Advisor at EP Wealth, attended California State University of Long Beach, where she received a Bachelor’s of Science in Business Administration with an Emphasis in Finance Real Estate & Law and Marketing. While attending school, she was in the mortgage industry as a Senior Loan Processor and Loan Officer. In 2008, she was part of the Hedge Fund Trade Operations team at Inflective Asset management, where she worked directly with executing brokers and the Chief Compliance Officer. Ana joined our team here at EP Wealth in May 2011, and has since grown in her role to become a Wealth Advisor Associate. Most recently, she obtained her CFP in 2019. In her free time, she enjoys hanging out with her family, attending AYSO soccer games, and going to the movie theatre. Ana was born and raised in the South Bay, and currently lives in Hawthorne, CA with her husband and two children.
California State University, Long Beach, B.S. in Business Administration