Erin Whalen

Regional Director

Menlo Park, California

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Erin helps clients navigate complex financial lives with comprehensive planning and ongoing guidance. He supports individuals and families as they make decisions across wealth planning, real estate, and major life transitions. He values long-term relationships built on trust, transparency, and a shared commitment to financial goals.
Erin joined EP Wealth in 2026 with more than 20 years of experience advising clients. Previously, he worked for Opes Wealth Management, where he served as co-president of the firm. Before that, he worked in Europe for a decade for Fisher Investments, helping establish the firm’s presence in London and supporting clients with global portfolios. He attended the University of Vermont and relocated to the Bay Area in 1998.
Erin’s approach is holistic and relationship-driven. He helps clients connect day-to-day financial decisions to their long-term goals and priorities. He believes clear priorities, thoughtful planning, and consistent follow-through create lasting confidence.
Erin lives in Woodside with his wife, Julie, and daughter, Sydney. He enjoys time with family and friends, mountain biking, skiing, pressing cider, and roasting his own coffee.