Tatiana Farnsworth

Client Relationship Associate

Menlo Park

Working closely with clients and advisors, Tatiana helps coordinate account needs, execute client requests, and provide responsive service. She focuses on clear communication, careful attention to detail, and creating a smooth, positive experience throughout the client relationship.
Before joining EP Wealth, Tatiana gained three years of banking experience, developing a strong foundation in client service and relationship management. She continues to expand her financial services knowledge while pursuing a degree in Economics.
Believing every client interaction is an opportunity to make a positive difference, Tatiana values building trust through attentive service, thoughtful communication, and dependable follow-through. Her approach focuses on helping clients feel supported and well cared for.
Tatiana lives in San Jose with her partner and enjoys visiting family in Marin County on weekends. Outside the office, she enjoys concerts, cooking, traveling, and spending time with friends and family.