Geniffer Takacs, CFA

Associate Director, Investments

Torrance, California

Gen moved to EP Wealth in July 2016 for the opportunity to work with an experienced larger team and grow with the company.
Gen has worked in the financial industry for 7 years, previously for an independent advisor in Santa Monica. It was there that she learned the ins and outs of the business, and after exploring different departments, she found that investments and portfolio management piqued her interest the most.
Gen graduated from California State University, Los Angeles, earning a B.S. in Business Administration. She is a Chartered Financial Analyst
Outside of the office, she enjoys playing golf and practicing yoga. Gen is originally from Ohio but currently calls Hermosa Beach home.

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.

EP Wealth advisors can help you...

A 529 college savings plan is a simple,...

Providing your kids a college education...