Associate Portfolio Manager
“It takes a great deal of boldness and a great deal of caution to make a great fortune; and when you have got it, it requires ten times as much wit to keep it.” – Nathan Mayer Rothschild (1777 – 1836)
Armando Herrera is an Associate Portfolio Manager at EP Wealth Advisors. He enjoys using his financial services and management experience to serve you. Armando holds a Financial Paraplanner Qualified Professional™ (FPQP™) designation and a Series 65. He also is a Level III candidate in the Chartered Financial Analyst® (CFA®) program. Before joining EP Wealth he served as a director Director of Operations at Harris Financial Advisors, Inc. for seven years. Armando started his career in the pricing valuations team at Deutsche Bank in New York, NY. When he’s not at work, Armando enjoys spending time with his family and friends, traveling and hiking.