Iris Padilla

California State Icon Orange County, California
Client Relationship Associate
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About Iris

Iris Padilla is a Client Relationship Associate at EP Wealth Advisors in Irvine. As an Orange County native, she graduated from Santa Ana College with a major in communications. Iris had nearly a decade of experience in the financial industry at the time of joining EP Wealth Advisors in 2022. This included more than six years in her previous roles in operations, both in private banking and credit unions across southern California. Inspired by the vast scope of today’s financial planning solutions and recognizing the RIA model as the superlative standard for clients seeking wealth management services, Iris dedicated herself to learning the ins and outs of the industry. Ultimately, she made the move to EP Wealth from her most recent role at Charles Schwab. Outside the world of finance, Iris enjoys hosting friends in her home and spoiling her very sweet and very social, brown eyed, red-haired labradoodle - appropriately named Buddy. She is also involved in local chapters that help youth escape addiction and homelessness.

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Education

Santa Ana College, A.A. in Communications

How can Iris help?

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