Ana Mercado, CFP®
21535 Hawthorne Boulevard
Torrance, CA 90503
Phone: (310) 543-4559
Fax: (310) 316-0401
Ana joined our team here at EP Wealth in May 2011, and has since grown in her role to become a Wealth Advisor Associate.
While attending school, she was in the mortgage industry as a Senior Loan Processor and Loan Officer. In 2008, she was part of the Hedge Fund Trade Operations team at Inflective Asset management, where she worked directly with executing brokers and the Chief Compliance Officer.
Ana attended California State University of Long Beach, where she received a Bachelor’s of Science in Business Administration with an Emphasis in Finance Real Estate & Law and Marketing. She holds the CERTIFIED FINANCIAL PLANNER™ designation.
In her free time, she enjoys hanging out with her family, attending AYSO soccer games, and going to the movie theatre. Ana was born and raised in the South Bay, and currently lives in Hawthorne, CA with her husband and two children.
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....