Stephanie Richman, CFP®

Senior Vice President, Advisor, Partner

Berkeley, California

Walnut Creek, California

Contact Stephanie

Drawing on decades of experience, Stephanie and her team guide individuals and couples through every stage of their financial lives, from retirement and estate planning to real estate, managing stock options and concentrated investments. She is passionate about helping clients find clarity in their financial decisions, no matter the market environment.
She is a graduate of San Jose State University with a B.S. in Accounting and holds the CERTIFIED FINANCIAL PLANNER™ designation. She began her investment career in 1987 as an institutional stockbroker of European equities, working in Tokyo, Melbourne, and New York City.
Stephanie’s philosophy is to take the complex and make it simple. She believes the best financial advice is personal and actionable - rooted in education and trust.
While living overseas, Stephanie developed a love for travel and has visited 38 countries so far. She also enjoys hiking, reading, and exploring the Bay Area with her partner and their dog Arty. You can often find her walking at one of the many dog parks along the bay, dining locally, or catching a play at the Berkeley Rep.

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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.

EP Wealth’s Stephanie Richman, CFP®,...

By Stephanie Richman, CFP®, CPCC®,...