Kasey Kishiyama has more than a decade of experience managing client relationships in industries such as financial services. She joined EP Wealth Advisors in 2022. Prior to that, her responsibilities included serving as Client Relationship Manager at Cetera Advisor Networks LLC, an independent broker-dealer, and as a Registered Tax Preparer under the California Tax Education Council. Kasey is excited to be part of a team that helps clients plan their financial futures and reach their financial goals. She finds gratification in knowing she’s helped make a difference in their lives. Outside the office Kasey enjoys working out, as well as exploring new places to eat and new travel destinations. Closer to home, you’re likely to find her spending her free time at Disneyland.
Certified Associate in Project Management Mount St. Mary's University, MBA; University of California, Irvine, B.A., Asian American Studies