Pricilla Perez

California State Icon Berkeley, California
Compliance Associate
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About Pricilla

Pricilla Perez had a strong background in compliance when she joined EP Wealth Advisors in 2022. Pricilla previously was involved with compliance requirements for those operating in the cannabis space, and values the opportunity to apply her experience in the wealth management industry. She supports EP Wealth’s Compliance Department by upholding the firm’s core values of integrity and excellence to ensure continued maintenance of the highest standards of service for clients. In Pricilla’s spare time, she likes being out in nature, preferably enjoying the solitude of a forest with big, tall trees or relaxing on a beach or a boat at the ocean. She’s also always looking for new restaurants and coffee shops to try, and for new ways to make nourishing and delicious meals to satisfy her love of cooking and eating.

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Education

A.S., General Science

How can Pricilla help?

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