John Paul McKenzie

California State Icon Torrance, California
Investment Operations Associate
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About John

John Paul McKenzie had been involved in the financial services industry for two and a half years when he joined EP Wealth Advisors in 2022. John previously served as a Comprehensive Financial Planning Professional at True Path Financial and Insurance Services, where he gained experience matching client needs to life, health and accident coverage. He also began to absorb knowledge about the diverse challenges of retirement planning. Passionate about personal finance, John was attracted by the opportunity EP Wealth offers to expand his exposure to the field and gain hands-on experience. His interest in strategic challenges and fresh insights is reflected in his love for playing chess and video games, watching historical documentaries and traveling. John also volunteers every Sunday as a deacon—or a musician when needed—at his local church, Holy Family.

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Education

St. Louis University, Bachelor’s degree, Entrepreneurship/Entrepreneurial Studies

How can John help?

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