Gail Lieberman’s financial industry background includes responsibilities as an operations manager at a financial management education and wealth management firm in the Bay Area. She joined the EP Wealth Advisors family in 2021. Gail enjoys being helpful to others, and applies her operations experience to ensure a smooth, efficient and friendly experience for clients. When office hours are over, you may find her with a good book or a fast bike—she’s an avid reader and cyclist.
CSU, Chico, B.A., International Relations