Chartered Financial Analyst (CFA)
California State University, Long Beach
Portfolio Manager Kevin Beebe started with EP Wealth Advisors in 2010 and is currently a member of the Investment Management Team. Kevin has obtained his Series 65 license and is studying to complete the Chartered Financial Analyst program. Prior to joining EP Wealth Advisors, he worked as a Mortgage Broker and served on the board of the CFA Society of Orange County.