Tsheten Sherpa

Client Relationship Associate

Walnut Creek, California

Tsheten works closely with clients and advisors to support account service needs and ongoing relationship management, with a focus on responsive communication and careful follow-through to help create a smooth client experience.
Before joining EP Wealth, Tsheten gained wealth management experience through an internship focused on advisory firm operations and client service. Additional client-facing experience strengthened Tsheten’s ability to listen carefully, respond to individual needs, and handle questions professionally. Tsheten earned a B.S. in Finance from San Francisco State University and completed personal financial planning coursework through UC Berkeley Extension.
Drawn to financial services by the opportunity to help people make informed decisions and better understand their financial options, Tsheten places a strong emphasis on building meaningful client relationships. Continuous learning and developing the knowledge needed to provide thoughtful, dependable support are also central to the approach.
Outside of work, Tsheten enjoys snowboarding, fishing, photography, and videography. Creative interests also include sketching and finding new ways to capture memorable places and experiences.