Torrance, California Office

21535 Hawthorne Boulevard
Suite 400
Torrance, CA 90503

Phone: (310) 543-4559

Fax: (310) 316-0401

Geniffer Takacs

Geniffer Takacs, CFA

Director of Portfolio Management

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.

A new year brings new possibilities and...

For some small business owners, the...

Ask virtually anyone who owns a...

Have you considered all the...