Orange County, California Office

2211 Michelson Drive
Suite 1150
Irvine, CA 92612

Phone: (949) 247-2067

Fax: (949) 247-7016

Meet Our Team

Elle Wenz, MBA

Senior Client Relationship Associate

Orange County, California

Elle handles account maintenance, money movement, wire transfers, and reception. She entered financial services because she wanted to help her elderly family members go into retirement with a nest egg.
Prior to joining EP Wealth Advisors, she worked in financial services for more than 10 years at Capital Group, Merrill Lynch, and Quick & Reilly.
Elle earned her MBA from Concordia University and her B.A. from California Lutheran University.
In her spare time, Elle likes to watch Marvel movies, read novels, and write poetry.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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