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

    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

    Client Testimonials

    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client, EP Wealth Advisors, 12/04/2024
    “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, EP Wealth Advisors, 02/19/2025
    “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, EP Wealth Advisors, 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, EP Wealth Advisors, 04/10/2025
    “Thanks to EPWA, I was able to retire at age 65 with a sufficient nest egg to last me over the years and provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years.”1
    — Dan H.
    Client, EP Wealth Advisors, 12/02/2024
    “Their deep understanding of finances, attention to detail, and skill in explaining complex concepts using clear language and examples have made the process interesting and enjoyable. They have kept our investments on track, allowing for a good retirement cash flow, while keeping us updated on our budget planning.”1
    — Mary C.
    Client, EP Wealth Advisors, 01/07/2025
    “EP Wealth Advisors are MY financial planning team. I trust them and could not imagine retiring without their guidance.”1
    — Michael F.
    Client, EP Wealth Advisors, 03/14/2025
    “We really appreciate how clearly they explain things and make the process feel approachable. Highly recommend them to anyone looking for a solid, trustworthy team.”4
    — Jordan P.
    Client, EP Wealth Advisors, 05/27/2025
    “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, EP Wealth Advisors, 04/08/2025
    "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, EP Wealth Advisors, 12/12/2024
    “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, EP Wealth Advisors, 05/29/2025
    “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, EP Wealth Advisors, 04/03/2025
    “I am very comfortable in my retirement due to your guidance and recommendations. Your attention to providing help and services in such a caring way is admirable. I am eternally grateful to you.”1
    — Marilyn R.
    Client, EP Wealth Advisors, 12/10/2024
    “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, EP Wealth Advisors, 03/14/2025
    “They also go out of their way to get to know their clients on a "professional, personal level" which is something we appreciate. To date, we have nothing but the utmost respect, confidence, and appreciation for all they do on our behalf.”1
    — Mary K.
    Client, EP Wealth Advisors, 01/03/2025
    “I recently made a cross country move, selling one house and buying another. Not only did the team helped us figure out the financial aspects of the move, they also provided recommendations on professionals such as a real estate attorney who help us with the remote closing.”1
    — Colleen L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth has helped us with investments, trusts, insurance, and estate services. They've treated us as family, and have earned our highest level of trust.”1
    — Joseph B.
    Client, EP Wealth Advisors, 01/20/2025
    “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, EP Wealth Advisors, 05/30/2025
    “They have been a valuable financial counselor as my wife and I moved through many phases of life - raising a family, building a career, and securing our financial future. They have been able to help us through every step, including now in our retirement.”1
    — Jim B.
    Client, EP Wealth Advisors, 02/08/2025
    “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, EP Wealth Advisors, 03/10/2025
    “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, EP Wealth Advisors, 04/05/2025
    “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, EP Wealth Advisors, 05/29/2025

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