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.

Valencia locations page - Santa_compressed


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.


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.

Children's Sense of Entitlement and Financial Literacy

Mediation during divorce is one way to...

Life insurance can be one of the most...