Financial Advisors in San Francisco, CALIFORNIA

    San Francisco, CA

    EP Wealth’s San Francisco office offers personalized financial planning and investment management services shaped by decades of experience in the Bay Area’s technology-driven, innovation-focused economy. From the Financial District to Silicon Valley, we help executives, entrepreneurs, and high-earning professionals navigate complex financial lives with guidance that supports long-term goals in a fast-moving, opportunity-rich environment.

    CONTACT THE San Francisco OFFICE
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    CLIENT SUPPORT TEAM

    Kristina Ventura
    Client Relationship Manager, Partner

    Angelica San Felipe, CFP®
    Senior Financial Planner

    Marci Joachims
    Senior Client Relationship Associate

    Nishesh Yadav
    Wealth Consultant Manager

    Contact Our San Francisco Financial Advisors

    Located in San Francisco's vibrant SoMa district, our office is just a short walk from Oracle Park and the Caltrain station. We invite you to stop by and meet our advisors to explore how we can assist with your financial planning needs.

    350 Townsend St #411
    San Francisco, CA 94107
    Fax: (415) 680-2374
    Hours: Monday-Friday 9:00 AM- 4:30 PM

    COMPREHENSIVE FINANCIAL SERVICES

    Retirement Planning

    Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time.

    Estate Planning

    Coordination-focused planning that helps align financial strategies with estate considerations, beneficiary designations, and legacy goals, in collaboration with other professionals where appropriate.

    Tax Planning

    Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time.

    Business Planning

    Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions.

    Financial Planning

    Holistic planning that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages.

    Investment Management

    Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change.

    Family Office Services

    Integrated support for high net-worth families with complex financial needs, including coordination of investments, planning strategies, and multi-generational considerations that may evolve over time.

    Divorce Financial Planning

    Guidance for navigating financial considerations before, during, or after divorce, including cash flow analysis, asset division scenarios, and longer-term planning implications.

    Client Testimonials

    “For a recent special situation, they were readily available for a call and, based on our discussion, promptly followed up with additional research and recommendations. We have learned a lot by working with EP and look forward to continuing the relationship.”19
    — Jean S.
    Client of Stephanie Richman, 03/12/2026
    “I cannot recommend this team enough. Before I even committed, they met with me twice and ran detailed Monte Carlo simulations using my budget, which gave me the confidence to retire.”18
    — Robert H.
    Client of Brian Parker, 03/07/2026
    “Very educational discussions on the Market and advice for current and future wealth management. Really did a nice job of guiding me through a divorce and all of the financial change management through it.”16
    — Chuck K.
    Client of Robert Larsen, 02/03/2026
    “We feel so blessed knowing our money is secure and that EP Wealth is proactive in notifying us of opportunities to adjust our portfolio to better serve our needs.”17
    — Laurie B.
    Client of Giorgina Nguyen, 01/29/2026
    “She and her team have managed my finances in ways that have given me some freedom during crushing times with my ex-husband. I only wish I had known her while I was going through my divorce.”20
    — Susan B.
    Client of Kathy Costas, 01/28/2026
    “...we feel they have had our best interests at heart which combined with their professionalism, expertise and patient demeanor have made us confident in our futures' all which am sure have been tested by our many questions and requests along the way.”15
    — Hector C.
    Client of Dan Federman, 01/28/2026
    “We consistently hold 1:1 meeting with clear communication. They have not only met but also exceeded my investment goals, consistently achieving top performance and benchmarks”13
    — Lisa M.
    Client of Ryan Ignacio & Julie Chan-O'Rourke, 11/20/2025
    “There is open communication throughout the year so that we are always on the same page.  We are very confident in his management of our investments because his decisions are rooted with our success as the priority.”21
    — John G.
    Client of David DeVita, 11/13/2025
    “I could not be happier with my experience! From day one they were familiar with my account, attentive to my needs and went above and beyond with service - including assistance with computers!”14
    — Rise W.
    Client of Ray Peebles, 10/29/2025
    “When we consolidated things several years ago, a driving reason to go with EP Wealth was knowing that they knew and would be able to advise our children in the event that was necessary in our absence, and I have been pleased with the decision since then.”12
    — David L.
    Client of Cannon Carr, 10/27/2025
    “The team is super responsive and always incredibly helpful in helping me ensure I am ready for retirement and beyond. I wouldn't trust any other team with my assets.”9
    — Stephanie B.
    Client of David Tate, 10/07/2025
    “She helped me through my divorce and afterwards, and I can't imagine taking my business anywhere else. Not only does she deliver excellent results, but she is always accessible when I need help or have questions.”23
    — Melissa H.
    Client of Kelly Owens, 10/04/2025
    “EP Wealth Advisors has been a crucial factor in my financial management for more than 18 years.”9
    — Heath J.
    Client of David Tate, 09/30/2025
    “…takes care in responding to my questions, explains well the particulars of my financial plan and investments, and is aways open to concerns I might express.” 11
    — Barbara H.
    Client of Laura Knolle, 09/11/2025
    “This level of analysis was not available at my previous company. I was also pleased to find that EP Wealth has a department that deals with planning for special needs individuals.”8
    — Beth C.
    Client of Travis McEuen, 09/05/2025
    “They explain things clearly, always make themselves available, and have given us real peace of mind about our future. It feels great knowing our retirement is in such capable and trusted hands. Highly recommend!”22
    — Bruce H.
    Client of Adam Fein & Joe Palumbo, 09/05/2025
    “EP Wealth provides the guidance and support to execute our financial goals. We appreciate the experience, the honesty, and the clear communication...”7
    — Steve K.
    Client of Andrew Szewc, 08/17/2025
    “Recently we decided to reevaluate my risk levels based on my age, and economic events. The changes we made stabilized my accounts and returned my investments to positive earnings.”6
    — Dave G.
    Client of Kevin O’Reilly, 07/31/2025
    “Having gone through a significant life change, I have needed financial guidance on everything from handling my children's college expenses to planning for retirement. I have 100% confidence that my advisors at EP Wealth have my best interests at the forefront of all decisions made.”3
    — Caroline D.
    Client of Klaudia Dettloff, 06/19/2025
    “They think outside the box, are always coming up with solutions that I never thought of (or did my other advisors) and they are always there and ready to spend the time with me to explore options.”4
    — Michael S.
    Client of Ryan Kuhn, 05/30/2025
    “They truly have a vested interest in my financial goals and they take their time going over any questions I may have. I could not be happier with EP and honestly recommend to anyone looking for an investing partner to at least meet w the local team.”5
    — Mark G.
    Client of MJ Nodilo, 05/29/2025
    “My husband and I were looking for an investment company where we could develop our financial knowledge and grow a healthy financial portfolio that would take care of our family. We found that with EP Wealth Advisors.”4
    — Stephanie H.
    Client of Ryan Kuhn, 05/29/2025
    “As a Sr. investor and one that has used several investment firms, for which all of them have been impressive. EP is at the top of that list: excellent communication, understanding of market trends and future market opportunities have resulted in strong portfolio returns.”4
    — David K.
    Client of Ryan Kuhn, 05/28/2025
    “Their professionalism is unwavering, yet it's always delivered with a human touch that makes you feel like you're talking to trusted friends who also happen to be financial wizards.”3
    — Anthony M. and Diane C.
    Client of Klaudia Dettloff, 04/10/2025
    “Their medium-touch approach fits us perfectly—engaged, but not intrusive. They’ve exceeded our expectations and we wouldn’t consider going back to a big institution. We highly recommend EP Wealth for anyone looking for thoughtful, customized financial guidance.”2
    — Gary C.
    Client of Adrian Larson, 04/08/2025
    “EP Wealth was one of several investment advisors our fiduciary investment group recommended when we were looking for a trusted professional to assist us with our strategy to truly retire after all of our years of hard work, planning and investing. We met with a few of those recommended and we decided on EP Wealth. It was the best decision hands down...”2
    — Tamara K.
    Client of Adrian Larson, 04/05/2025
    “Their proactive, pragmatic approach is something we truly value. I also appreciate their availability when we have questions and their down-to-earth style.”2
    — Jodi H.
    Client of Adrian Larson, 04/03/2025
    “I've never considered leaving them for another financial planning group. The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets.”1
    — Joanne S.
    Client of Frank Patzke, 03/14/2025
    “Our family has entrusted our financial planning to EP Wealth for over 17 years. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind.”1
    — Ron L.
    Client of Frank Patzke, 03/10/2025
    “I have referred numerous friends and family members to them, all of whom have been thoroughly impressed and satisfied with the level of service”1
    — Elizabeth W.
    Client of Frank Patzke, 02/19/2025
    "They are always helpful, accessible and wise. They have given my husband and me great advice and our investments have grown tremendously. Every member of the team is extremely professional yet very warm and personable. I cannot recommend EP Wealth Advisors strongly enough.”1
    — Karen G.
    Client of Frank Patzke, 12/12/2024
    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client of Frank Patzke, 12/04/2024

    WE KEEP YOU INFORMED

    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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    Client Testimonials