Jonel Tomines

Financial Planning Associate
Education &
Certifications

California State University Fullerton, B.A.

About Jonel
Jonel Tomines is a financial planning associate of EP Wealth Advisors. He is extremely passionate about financial planning and believes that by failing to plan, you are planning to fail. He received a Bachelor of Arts degree in Business Finance from California State University Fullerton (CSUF). Currently, he is completing his CFP coursework at UCLA and is expected to take the CFP examination in July 2018. In addition, Jonel is an active advocate of the Financial Planning program in CSUF. Prior to joining EPWA, Jonel accumulated a vast array of experience from three different industries. He worked in the healthcare industry as a direct support professional, he gained experience in the tech industry as an IT student consultant in CSUF, and finally fell in love with the financial industry when he got the opportunity to become a financial advisor intern at a financial services firm. Aside from the love of financial planning, Jonel also loves boxing and trains like a champion everyday.
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