Financial Advisors in VALENCIA, CALIFORNIA
Valencia, CA
The EP Wealth team in Valencia believes that financial advice should be tailored to each client’s unique situation and goals. Our financial advisors take the time to understand your complete fiscal picture, including assets, debts, cash flow, tax situation, risk appetite, and personal objectives in order to help you chart an individualized course towards stability, growth, and prosperity. Contact us today to start building your financial future.
CLIENT SUPPORT TEAM
Brenda Bishop
Associate Director of Client Relationship Services
Amanda Jones
Senior Client Relationship Associate
O'Zell Golden, CFP®
Senior Financial Planner
Cris Moran, CFA, CFP®
Senior Portfolio Manager
Contact Our Valencia Financial Advisors
Located right off of the 5 freeway next door to Magic Mountain theme park, on the corner of Magic Mountain Blvd. and Tourney Road. Our Valencia office invites you to visit and meet our financial advisors to see what our full-service team can provide.
#140
Valencia, CA 91355
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.
If you work for a company, you might be...
After meeting your RMD, you can...
401(k) contribution limits have been...