Sage Mattson

California State Icon Walnut Creek, California
Tax Manager
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About Sage

Sage Mattson has been part of the financial services industry for more than a decade. She joined EP Wealth Advisors in 2021 after serving at KPMG for over 11 years in a variety of roles, including Manager in the Global Mobility Services Tax Department. An IRS Enrolled Agent, Sage is excited to combine her current expertise in tax matters with the opportunity to expand her knowledge of the financial planning side of taxes. When taxes aren’t on her mind, Sage enjoys walks with her family and dog, as well as recreational volleyball and good food.

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Arizona State University, B.A., Sociology

How can Sage help?


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