Lani Rusdiah had more than 20 years of experience in tax-related work when she joined EP Wealth Advisors in 2023. An IRS enrolled agent, Lani’s diverse background includes four years specifically focused on tax resolution, as well as roles in multiple areas of finance and sales as a bank teller and sales executive administrator. She enjoys the opportunity to apply her strong understanding of tax laws and regulations in a wealth management setting. With strong analytical and problem-solving skills, as well as the proven ability to communicate effectively and build productive working relationships, Lani helps EP Wealth clients make informed decisions about. When she’s not in the office, Lani likes to stay active and explore new places. She loves trying new foods and immersing herself in different cultures. A frequent participant in fitness classes to stay in shape, Lani also enjoys other forms of physical activity—especially in the great outdoors, where she often goes hiking and running to connect with nature. At home, she cherishes the time she spends with her children when they visit from New York and Michigan.
California Polytechnic University, Pomona, MBA