Financial Advisors in WESTLAKE VILLAGE, CA
Westlake Village, CA
If you're looking for a financial advisor in the Westlake Village area. We have an added specialty in divorce financial planning.

CLIENT SUPPORT TEAM
Brenda Bishop
Client Relationship Manager
Luis Bribiesca
Senior Client Relationship Associate
O'Zell Golden, CFP®
Senior Financial Planner
Cris Moran, CFA, CFP®
Senior Portfolio Manager
Contact Our Westlake Village Financial Advisors
Nestled in the heart of the Conejo Valley, our office is located in the city of Westlake Village. We are near the intersection of Lindero Canyon Road and Thousand Oaks Boulevard, just across the street from the beautiful Yarrow Family YMCA. Our Westlake Village office invites you to visit and meet our financial advisors to see what our full-service team can provide.

Ste 224
Westlake Village, CA 91362



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.
EP Wealth advisors can help you...
A 529 college savings plan is a simple,...