Financial Advisors in TORRANCE, CALIFORNIA

Torrance, CA

EP Wealth's Torrance office serves the South Bay area with expert financial planning and investment management services. Our team offers tailored financial plans to help you thrive. Whether you're a professional seeking to maximize your retirement savings or an entrepreneur looking for investment advice, our advisors in Torrance are here to guide you toward financial success. Contact us today to start building your financial future.

Torrance Beach_compressed


Geniffer Takacs, CFA
Director of Portfolio Management

Daiana Kelleyian, CFA
Portfolio Manager

Kristen Perez, CFP®
Senior Financial Planner

Sean Ostrom, CFP®
Senior Financial Planner

Kevin Beebe, CFA
Portfolio Manager

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Alina Narr, CFP®, EA
Associate Director, Financial Planning

Kelly Anselmo
Client Relationship Manager

Evelyn Salazar
Senior Client Relationship Associate

Avetis Yetenekyan, CFA®
Portfolio Manager

Kasey Kishiyama
Senior Client Relationship Associate

Kim Hedlund
Client Relationship Associate

Jaunell Silvera
Client Relationship Associate

Jessie Tisdale
Client Relationship Associate

Robert Green
Client Relationship Associate

Contact Our Torrance Financial Advisors

Minutes away from Palos Verdes, Manhattan Beach, Redondo Beach, and Hermosa Beach and the 405 freeway, our Torrance office invites you to visit and meet our financial advisors to see what our full-service team can provide.


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.

Living a Meaningful Life

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...