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 earned his Chartered Financial Analyst designation. Prior to joining EP Wealth Advisors, he worked as a Mortgage Broker and served on the board of the CFA Society of Orange County.
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