Andrew Cheng, CFA®

California State Icon Torrance, California
Sr. Financial Planning and Analytics Analyst
Chartered Financial Analyst®
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About Andrew

Andrew Cheng brought half a decade of financial industry experience to EP Wealth Advisors when he joined the firm in 2022. After earning his degree in Business Administration from UC Irvine, Andrew held positions involving financial analysis and other responsibilities at several firms before becoming part of the EP Wealth team. He’s excited about transforming his knowledge of finance and the financial market into a diverse and powerful skillset. As a Chartered Financial Analyst® (CFA®) professional, Andrew’s in-depth training in the core skills of investment strategy and decision making complement his skills in financial modeling, optimization and problem solving. In addition to being highly analytical, Andrew is always prepared for a good game of badminton.

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University of California, Irvine, BA Business Administration

How can Andrew help?


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