Overview

We believe that personalized, fiduciary advice is a cornerstone to making a positive impact on people's lives. We also believe that making this advice accessible and relevant for women should be a priority.

Women currently hold the majority of wealth in the US, and they contribute 42 percent of total household incomes. Women also make up the majority of Bachelors, Masters and PhD candidates (US Department of Education). And as female baby boomers inherit wealth from their parents and outlive their spouses, this shift in economic power will continue to grow. Unfortunately, in spite of these changes, women continue to face pay gaps and investing gaps (the average woman has 68% of her wealth in cash), all while needing their money to last longer and likely cover more long term medical care costs than their male counterparts (BMO Wealth Institute).

At EP Wealth we believe in educating and encouraging women to step into their financial power. We also understand that while women can be very successful at building wealth, their path to that success is often very different from their male counterparts. Our Women’s Initiative seeks to meet women where they are and help guide them to achieve their financial goals, building their knowledge and confidence along the way.

Our Women’s initiative focuses on our clients, our colleagues and our community by providing the right tools and pathways to grow their careers, personal wealth and financial education. By working as partners, we can better elevate the EP experience for both our clients and our colleagues all while creating a diverse culture that attracts and promotes women.

We owe it to future generations to educate and inspire the women of today to harness the power of planning and investing to build wealth.

Our Women Advisors

    Elizabeth Cady, CFA, CFP®

    Elizabeth Cady, CFA, CFP®

    Vice President
    Kathy Costas, CDFA®

    Kathy Costas, CDFA®

    Vice President
    Klaudia Gryfik, CFP®

    Klaudia Gryfik, CFP®

    Wealth Advisor
    Laura R. Knolle, CFP®, MS

    Laura R. Knolle, CFP®, MS

    Vice President
    Paramita Roy

    Paramita Roy

    Wealth Advisor
    Sara Gardner, CFP®

    Sara Gardner, CFP®

    Vice President/Wealth Advisor
    Stephanie Richman, CFP®, CPCC®

    Stephanie Richman, CFP®, CPCC®

    Regional Director
    Cristin Rigg, CFP®, CDFA®

    Cristin Rigg, CFP®, CDFA®

    Vice President/Partner
    Diane C. Jakubowski, MBA, CFP®

    Diane C. Jakubowski, MBA, CFP®

    Senior Wealth Advisor
    Mary Harris, CFP®

    Mary Harris, CFP®

    Senior Wealth Advisor
    Jessica Ellyson, CFP®

    Jessica Ellyson, CFP®

    Wealth Advisor
    Tammy Prouty, CFP®

    Tammy Prouty, CFP®

    Vice President/Partner
    Bronwyn Shone, MFA, CFP®, EA

    Bronwyn Shone, MFA, CFP®, EA

    Vice President
    Liz McQueen, CRPC®

    Liz McQueen, CRPC®

    Vice President/Partner
    Ana Mercado, CFP®

    Ana Mercado, CFP®

    Wealth Advisor
    Carrie Sax, CFA, CFP®

    Carrie Sax, CFA, CFP®

    Vice President
    Lauren Klein, CFP®, CDFA®, MBA, EA

    Lauren Klein, CFP®, CDFA®, MBA, EA

    Vice President - Senior Wealth Advisor
    Giorgina Nguyen, CFP®

    Giorgina Nguyen, CFP®

    Vice President
    Brooke Wadsworth, CPA, PFS™

    Brooke Wadsworth, CPA, PFS™

    Vice President
    Missy (Mary Ann) Westbrook

    Missy (Mary Ann) Westbrook

    Consultant
    Patsy L. Nodilo

    Patsy L. Nodilo

    Consultant
    Paola Ramos, CFP®

    Paola Ramos, CFP®

    Wealth Advisor
    Julie Chan-O’Rourke, CFP®

    Julie Chan-O’Rourke, CFP®

    Wealth Advisor

How It All Started

It all started with a lunch. In a rapidly growing firm, we wanted to bring the women together to simply be acquainted with one another. It turned into a monthly tradition, and after sharing stories, challenges, and successes we were all experiencing, we realized the women of EP Wealth Advisors were creating something much, much bigger. We made a women's initiative, which we call "Investing In Women." We can summarize our mission in the "Three C's:" colleagues, clients and community.

Get Involved

If you are interested in learning more any of our initiatives, please don't hesitate to contact us! 

Investing in Women:
Our Three C's

6

Colleagues

3

Clients

7

Community

 

Overview

We can summarize our mission in the "Three C's:" colleagues, clients and community. By offering an internal platform for women colleagues to succeed, for clients to partner with advisors and planners to openly discuss the financial issues that most impact their lives, for enriching our communities through education and philanthropic outreach, EP Wealth Advisors® hopes to leave a profound footprint on the world around us.

Colleagues

How we are creating a Women-Friendly Community at EP Wealth Advisors

We want to provide a workplace culture where women can talk openly about the firm and what can be done to make it better. To do so, we have worked to create defined career paths within departments, career development opportunities, and have begun developing a mentorship program that matches colleagues earlier in their career with a more senior team member in their desired role to help grow and develop. We've also increased firm-wide education of the initiative's goals with the support of the our leadership team to ensure all team members share in the collective objectives and enthusiasm.

Clients

Personal Financial Advisors for Women

We are not just making investment recommendations, but rather helping our clients truly understand their portfolio and how their finances can help them reach their life goals. That's why our approach is an inclusive process involving all those affected by your financial plan, focused on education and collaboration.

Community

EP Wealth's Investing In Women In the Community

The Investing in Women initiative extends beyond our firm-wide goals to the larger community. In addition to attending national conferences where key members of our team speak to the benefits of attracting more women and on the rewards of joining the financial planning industry, we've focused on educating younger generations on the importance of financial literacy. Through the creation of EP Wealth's financial literacy program, we've been able to build a bridge to our local communities and host workshops as a way to connect with kids at a young age to discuss money habits and potential careers in finance before they get to college. We believe every young person should have basic financial education, and by empowering future generations to talk about money we can positively impact our shared futures.

Upcoming 2022 Events and Webinars:

September 2022
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Client Education Series
College Education Funding: Making It All Add Up
September 21 12:00 PM PST
Virtual
More Info Coming Soon
October 2022
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Client Education Series
Estate Planning: It's Not Just About Saving Taxes
October 26 12:00 PM PST
Virtual
More Info Coming Soon
November 2022
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Informed Investor Market Outlook
The Informed Investor Market Outlook 2022 Q4
November 16 12:00 PM PST
Virtual
More Info Coming Soon
December 2022
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Client Education Series
End of Year Tax Planning 2022
December 7 12:00 PM PST
Virtual
More Info Coming Soon

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