Meena Pegany is a Senior Operations Associate at EP Wealth Advisors, where her primary focus is working with the operations team and assisting in all aspects of the client onboarding process. Prior to joining EP Wealth Advisors, Meena was part of a nationally recognized RIA firm where she provided advisor support and spearheaded institutional sales and assisted with Marketing efforts. Previously she also worked for a RIA firm and assisted servicing high net worth clients. Meena earned her Bachelor’s degree in Business Management with a focus in finance. In her spare time she enjoys working out, reading world news, and trying new restaurants.
California State University Fullerton, B.A. Business Management (emphasis in Finance)