Levi Anderson, AAMS®, CRPC®

California State Icon San Diego, California
Financial Planning Associate
Accredited Asset Management Specialist
Chartered Retirement Planning Counselor
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About Levi

Levi Anderson has been involved in wealth management for more than seven years. He was drawn to the opportunity to help clients protect the things and people they care most about by assisting them in developing and implementing financial plans. Levi joined EP Wealth Advisors in 2021, following six years as a Financial Advisor at Edward Jones and one year as a Senior Financial Consultant at TD Ameritrade. Along with a degree in Finance from Oklahoma State University, he holds the Accredited Asset Management SpecialistSM (AAMS®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. When he’s not working, Levi runs ultramarathons, hunts waterfowl, snowboards and enjoys camping with his wife.

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Education

Oklahoma State University, B.S., Finance

How can Levi help?

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