Stephan Siegal

Stephan Siegal

Senior Client Relationship Associate

Walnut Creek, California

Walnut Creek, California Office

1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

  • Stephen joined EP Wealth Advisors in 2021 and finds special satisfaction in helping new clients establish relationships with the firm, as well as helping new and existing clients with their financial service needs.

  • Stephan has more than 20 years of experience in client service, back office operations, investment reporting, and problem solving. He previously worked with a team at Robertson Stephens Wealth Management in San Francisco, and prior to that held positions at firms that include Parallel Advisors, LLC and Wetherby Asset Management, as well as the San Mateo Employee’s Retirement Association.

  • Stephan received his B.S. in Finance from the California State University.

  • Stephan enjoys playing golf and softball. His other hobbies include being an ardent SF Giants fan as well as a fantasy football, baseball, and basketball fanatic.


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.

CERTIFIED FINANCIAL PLANNER(TM) professionals like EP Wealth Advisors’ Pete Fry and Levi Anderson...

As a small business owner, you have likely already gotten into the habit of wearing many hats....