Anis Zainuddin had 16 years of financial services experience when she joined EP Wealth Advisors in 2022. In her most-recent previous role, Anis provided investment and insurance planning to individuals, families and businesses as a Registered Representative with New York Life Insurance Company. Inspired by the service and people aspects of wealth management, she loves learning about each client’s needs, goals and aspirations as she explores how she can provide the resources and insights to help them achieve their objectives. At home in the outdoors, Anis loves exploring California’s beautiful parks and hiking trails. An avid runner, she has completed two half marathons. Anis volunteers to support Sustainable Claremont’s environmentally focused local activities and Step Up’s efforts to help girls in under-resourced communities become confident, college bound and career focused.
University of Wisconsin-Milwaukee, B.A., International Studies and Economics