Client Relationship Associate
University of California, Los Angeles, B.A. Political Science
Sean Ostrom is a Client Relationship Associate with EP Wealth Advisors. His work combines day-to-day support for members of the firm’s client-service team with continuing development of his own capabilities as a financial professional. His qualifications include the Series 65 – Uniform Investment Advisor Law exam, which is a North American Securities Administrator Association test administered by FINRA. Sean also is currently preparing for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, with additional credentials planned for the future. He honed his operations experience at Harris Financial Advisors, Inc. before joining EP Wealth. A graduate of UCLA with a B.A. in Political Science, he’s a big fan of the L.A. sports scene – including the Lakers, Rams and Dodgers – as well as the beach, where he enjoys running and surfing.
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