Levi Anderson, CFP®, AAMS®, CRPC®, EA

Financial Planning Manager

San Diego, California

Levi Anderson has been involved in wealth management for more than seven years.
He was drawn to the opportunity to help clients protect the things and people they care most about by assisting them in developing and implementing financial plans. Levi joined EP Wealth Advisors in 2021, following six years as a Financial Advisor at Edward Jones and one year as a Senior Financial Consultant at TD Ameritrade.
Along with a degree in Finance from Oklahoma State University, he holds the Certified Financial Planner™ (CFP®), Accredited Asset Management SpecialistSM (AAMS®), and Chartered Retirement Planning CounselorSM (CRPC®) designations.
When he’s not working, Levi runs ultramarathons, hunts waterfowl, snowboards and enjoys camping with his wife.

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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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