Jesse Martinez had acquired experience as a tax accounting assistant, an accounting clerk and a United Way tax preparer when he joined the EP Wealth Advisors family in 2021. A studious observer of current events, Jesse enjoys following global trends and the latest technologies on the market. He is excited to join a company that’s dedicated to maintaining and enhancing its relevance in the current economy. Evolving his skills for his position, Jesse is sharpening his expertise with the latest tax preparation software’s. Much like his colleagues at EP Wealth, Jesse’s own family is focused on serving the community—his mother is a K–6 teacher, his father a firefighter engineer. Outside work, Jesse enjoys traveling, trying new foods from new places and experiencing the great outdoors in California. His passions include surfing, swimming, snowboarding and driving in the snow. He also regularly participates in beach cleanups.
California State University, Long Beach; Cuesta College, SLO