Client Relationship Associate
California State University, Northridge B.A. Economics
Teddy was born and raised in Los Angeles, CA and graduated from California State University, Northridge with a degree in Economics. Prior to joining EP Wealth, he was a Client Service Associate for Fisher Investments and Moss Adams Wealth Advisors respectively. Teddy specializes in processing both internal and custodial forms in the operations team. His focus is serving clients with customer service and attention to detail as priority. In his free time, he loves to study history and share what he has learned with others.