Preston S. Caves
Chartered Financial Analyst
Stanford University, B.S., Economics; Stanford Graduate School of Business, MBA
Preston Caves is an investment management consultant and Chartered Financial Analyst® charterholder whose experience in asset management and financial planning spans more than three decades. Caves & Associates, the personal financial services and investment consulting firm he established in 1983, joined EP Wealth Advisors, LLC in 2018. Preston’s responsibilities continue to include attention to clients’ investment and financial planning needs. Preston earned his bachelor’s degree from Stanford University, his MBA from the Stanford Graduate School of Business, and completed approximately a year and a half of postgraduate work at Stanford Law School. A member of the Los Angeles Society of Financial Analysts, Preston is active in church and alumni organizations. He and his wife Gayle have a son and a dog, and live in Manhattan Beach. He enjoys skiing, hiking in the Sierras, and cycling, and is an avid wine aficionado.