Stephan Siegel has more than 20 years of experience in client service, back office operations, investment reporting, and problem solving. 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 services needs. 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 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.
California State University, Sacramento, B.S., Finance