Financial Advisors in WALNUT CREEK, CALIFORNIA

Walnut Creek, CA

EP Wealth's Walnut Creek office delivers bespoke financial planning and investment management services in one of the Bay Area's most prestigious communities. Our team of professionals creates customized financial plans  aimed at managing, growing, and transferring wealth. We combine insight and experience with a understanding of each client’s lifestyle to build personalized financial plans. Contact us today to start building your financial future.

Lafayette - location page_compressed

CLIENT SUPPORT TEAM

Stephan Siegel
Senior Client Relationship Associate

Andrea Grumley, CFP®
Senior Financial Planner

Ann Bevan
Senior Client Relationship Associate

Joshua Phillips
Client Relationship Associate

Avetis Yetenekyan, CFA®
Portfolio Manager

Contact Our Walnut Creek Financial Advisors

Our Walnut Creek office is right on the corner of Mt. Diablo Rd. and North California Street.
Parking availability is great. You'll find visitor parking entry points on Bonanza Ave, near N. California Street, or on Mt. Diablo Road. Our Walnut Creek office invites you to visit us and meet our financial advisors to see what our full-service team can provide.

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.

Managing Life Transitions

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...