Steven Beals

California State Icon Orange County, California
Chief Administrative Officer
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About Steven

Steven is Chief Administrative Officer and Partner at EP Wealth Advisors, LLC. He is a member of the firm’s Operating Management Committee with oversight responsibilities for the operations, client service, and M&A partnership integration teams. In this role, Steven supports the company’s strategic vision by focusing on operations excellence, process efficiency, resource planning, and partnering with teams across the firm related to the execution of key business initiatives.

Steven joined EP Wealth in 2019 from Beacon Pointe Advisors, a registered investment advisory firm located in Newport Beach, CA. At Beacon Pointe, Steven served as Managing Director where he oversaw the firm’s operations, client service, performance reporting and technology teams. Previously, Steven worked for Charles Schwab & Co., Inc., serving most recently as Senior Manager. In this role he was responsible for strategic operations and strategy, sales enablement, and executive communications. He began his career in client service and operations roles at Transamerica and SS&C Technologies.

He currently serves as a member of the Fidelity Investments Client Experience Panel and Practifi Client Advisory Board. Previously he served as a member of the TD Ameritrade Institutional Client Experience Board. Active outside of the office, Steven enjoys exploring his culinary curiosity, surfing, snowboarding, and photography.

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Education

University of Arizona, Business Administration

How can Steven help?

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