EP Wealth Advisors
EP Wealth Advisors is seeking a Vice President in San Diego to provide comprehensive services to high net worth clients and support management functions. The role focuses on generating business through referral networks and marketing initiatives while offering leadership and development support to advisor teams. This position requires a collaborative professional dedicated to delivering on core values of integrity, entrepreneurial spirit, inclusion, and connection.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EP Wealth Advisors.
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