Cherie King-1

Portland-Vancouver

Cherie King

IACCP®
Wealth Advisor
Education &
Certifications

Investment Adviser Certified Compliance Professional®

Pacific Union College, B.A. in Business Administration

About Cherie
Cherie King, Wealth Advisor at EP Wealth Advisors®, brings over two decades of experience in the financial services industry. She started her career in 2000 with Merrill Lynch’s Wealth Management Division in Ontario, California where she served in a position as a Financial Consultant. Prior to joining NewFocus Financial where she worked as a Managing Director of Operations, she held a Fund Administration position at LoringWard where she focused on compliance, budget, and operations for an investment trust. Cherie earned a B.A. in Business Administration with a concentration in management from Pacific Union College and holds the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation. Besides time with family, Cherie enjoys cycling, travel, and sports.
connect with Cherie