Westlake Village, California Office

5743 Corsa Avenue
Ste 224
Westlake Village, CA 91362

Phone: (424) 270-8750

Fax: (310) 316-0401

  • Jose was born and raised in Orange County, California.

  • Prior to joining EP Wealth, he began his career in the financial services industry at Chase bank and helped his clients with various consumer and business banking needs. Jose is also currently preparing for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation at UC Irvine and plans to pursue additional credentials in the future.

  • Before receiving his bachelor's degree from Cal State University Fullerton, he gained his passion for personal finance during his time at his internship at a small RIA firm.

  • Outside of work, he enjoys watching sports, attending live music events, and training in Jiu Jitsu.


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.

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

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

Discover tips for financially preparing...

It is time to start looking ahead to...