Financial Advisors in WESTLAKE VILLAGE, CA

Westlake Village, CA

Offering the experience and resources of a large firm along with the responsive service of a small team, EP Wealth's team in Westlake Village provides investment management, financial planning, tax planning, retirement planning, and other wealth services aimed specifically at your lifestyle, assets, and ambitions for the future. Our financial advisors understand the unique financial needs of Westlake Village residents, providing personalized financial plans aimed to help you achieve your financial goals. Contact us today to start building your financial future.

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CLIENT SUPPORT TEAM

Brenda Bishop
Associate Director of Client Relationship Services

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.

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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