Torrance, California Office
-
Joey Roman began his time with EP Wealth Advisors in 2023 as a Wealth Advisory fellow, eventually transitioning to his current role as a Wealth Advisor Associate.
-
Graduating from Long Beach State in 2023 with a B.S. in International Business, Joey started his career at EP and plans to continue pursuing his role as an advisor – he is currently working towards his CFP designation.
-
Outside of work, Joey enjoys spending time with family and his chocolate lab, Hank. He is passionate about working out, currently training for the “Crossing for KJ,” a paddle from Catalina to Long Beach, CA that raises funds for the Crossing for KJ scholarship fund.
WE KEEP YOU INFORMED
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.
The deadline to file taxes is April 15,...
Learn the updated contribution limits...
With new 401(k) contribution limits for...