Financial Advisors in SAN DIEGO, CALIFORNIA

San Diego, CA

EP Wealth's San Diego team creates tailored financial plans aimed at helping locals manage their wealth. We take the time to understand your risk appetite, growth expectations, income needs, and legacy goals in order to chart a customized financial plan  designed to help you gain confidence and peace of mind. Contact us today to start building your financial future.

San Diego - location page


Mike Ramirez, CFP®, CCPS
Associate Director of Financial Planning

Marina Tansey
Client Relationship Manager

Jaime Michel
Senior Client Relationship Associate

Taylor Pedro-Destacamento
Client Relationship Associate

Daiana Kelleyian, CFA
Portfolio Manager

Contact Our San Diego Financial Advisors

Just inland of La Jolla and Mission Beach, you’ll find our San Diego office located just off the 5 freeway. Our San Diego office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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