Jordan Loo already was building his financial-industry experience when he graduated from college and joined EP Wealth Advisors in 2022. While still in school, Jordan completed internships involving security analysis and portfolio construction at Titan Capital Management and Winkworth Wealth Strategies. He also served as a fixed-income analyst for the Cal State Fullerton Student Managed Investment Fund. Jordan enjoys the wealth management field because of the opportunity it provides to work with people in one of the most important areas of their lives and see them achieve tangible results. A fan of surfing, playing basketball and hanging out with friends, Jordan also is very involved with his church and loves getting to know people.
California State University, Fullerton, B.A. in Business Administration – concentration in Finance