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Chandler

James Dwyer

CFP®, AIF®
Vice President/Partner
Education &
Certifications

Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)

 

Arizona State University, B.A. Finance 

About James
James is a Vice President and Partner at EP Wealth Advisors, with over 20 years of experience in the financial industry. His dedication to excellence has afforded him a wide range of opportunities—each providing him ways to improve his abilities to help his clients align their finances, investments, and taxes with their life goals.

James earned his B.A in Finance from Arizona State University in 1999 and acquired his Certified Financial Planner (CFP®) designation in 2006. James' career path has allowed him to wear many hats including Vice President/Investments with Merrill Lynch and Banc of America Investments, and Co-Founder of Providus Advisors, a fee only investment management and financial planning firm, with the latter's acquisition in 2020 bringing him to EP Wealth Advisors.

In 2013, James achieved the Accredited Investment Fiduciary (AIF®) designation which reflects his extensive knowledge as well as his firmly-held standard of excellence in all of his fiscal dealings. As a Certified Financial Planner, James demonstrates the highest principles of integrity and professionalism when dealing with clients. His education, experience, and dedication have made him a resource as a fiduciary for individual investors and corporate clients alike.

When not working, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.
Wealth Management Team:

Client Relationship Associate

-Help with account maintenance and balances

-Help with wire transfers, and money movement 

Ryan Kuhn-2

Ryan Kuhn

Client Relationship Associate

Business Operations Manager

-Help with front desk reception/client service

-Help with office maintenance 

Mineko Murai-2

Mineko Murai

Business Operations Manager

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
TAKACS_GEN-4322

Geniffer Takacs

Portfolio Manager
CFA

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Linda_Ginder5778

Linda Ginder

Financial Planner
CFP®, EA
connect with james