Financial Advisors in WEST LOS ANGELES, CALIFORNIA

West Los Angeles, CA

At EP Wealth's West Los Angeles office, we provide financial planning and investment management services in one of the city's most dynamic regions. Our team caters to a diverse clientele, from entertainment professionals to entrepreneurs while providing guidance for investment management, retirement income planning, legacy planning, and other wealth building solutions, all tailored to your unique financial needs and expectations.  Contact us today to start building your future.

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CLIENT SUPPORT TEAM

Jennifer Li, CFP®, EA, CAP®, CExP™
Director of Financial Planning

Brenda Bishop
Associate Director of Client Relationship Services

Jose Lopez
Client Relationship Associate

O'Zell Golden, CFP®
Senior Financial Planner

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Contact Our West Los Angeles Financial Advisors

Located in the heart of West LA, our office is just east of the famous tourist attractions of Santa Monica and south of the quiet neighborhoods of Brentwood. We are off of Olympic and Purdue Ave, and right near the intersection of the 10 and 405 freeways. Our West LA office invites you to visit 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.

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