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Why EP?
Investing In Women
Awards
Services
Portfolio Review
Learn
Blog
Resources
Informed Investor Report
LOG IN Personal Financial Website
LOG IN E-statements
Search
800.272.2328
Wealth Advisors
Torrance
Trevor Bush, MBA, CFP®
Fred Henry, CFP®
Derek Holman, CFP®, AIF®
Tom Nguyen, CFP®
Brian E. Parker, CFP®
Adam Phillips, CFA, CFP®
Greg Wells, CFP®
Lafayette
Lynn Ballou, CFP®
Gretchen Caldwell
Laura R. Knolle, MS, CFP®
Ross Millie, MBA
Valencia
Michael McGrath, MS, CFP®, CLU®
Bellevue
Patrick Kinney
Orange County
Ryan Serrecchia, CFP®
Elliott Servais, MBA, CFP®
West Los Angeles
Clint Camua, CFP®
Patrick Kinney
Tyler Robuck, CFP®
San Diego
Garrett N. Carter, CFP®
Sean Cartin, CFP®
Richard C. Donnelly, CIMA®, RLP®
G. Bradley Owen, CFP®, RLP®, RMA®
Adam N. Werner, CFP®, CPWA®
Denver
Sara Gardner, CFP®
Jon D. Moore, CFP®
Elizabeth Cady, CFA
San Mateo
Ryan Schwartz, CFA, CFP®
Nikki Chicotel
Investment Committee
Kevin Ashworth, CFA
Kevin Beebe, CFA
Sid Ean, M.Sc.
Patrick Goshtigian, CFA
Derek Holman, CFP®, AIF®
Cris Moran, CFA, CFP®
Brian E. Parker, CFP®
Adam Phillips, CFA, CFP®
Financial Planning
Alex Gamboa
Monica van Eck, CFP®
Operations Team
Kelly Alameddin, FPQP®
Guy Anderson
Meredith Beazley
Kevin Beebe, CFA
Brenda Bishop
Mario Chilin, CCEP®, CSCP®
Aleksandr Chkadua
Ana Contreras
John Ertman
Safa Ghabbour
Elena Israel
Austin King
Breene Murphy
Debi Murphy
Alicia Ramirez
Sherryl Ray
Chad Sinclair, CPA, FCCA
Aaron Solorzano
Geniffer Takacs, CFA
OUR TEAM MENU
Wealth Advisors
Investment Committee
Kevin Ashworth, CFA
Patrick Goshtigian, CFA
Derek Holman, CFP®, AIF®
Cris Moran, CFA, CFP®
Brian E. Parker, CFP®
Adam Phillips, CFA, CFP®
Financial Planning
Linda Ginder, CFP®
Monica van Eck, CFP®
Operations Team
Kelly Alameddin, FPQP®
Guy Anderson
Kevin Beebe, CFA
Brenda Bishop
Mario Chilin, CCEP®, CSCP®
John Ertman
Austin King
Debi Murphy
Alicia Ramirez
Sherryl Ray
Geniffer Takacs, CFA
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