"She helped me through my divorce and afterwards, and I can't imagine taking my business anywhere else. "The team is super responsive and always incredibly helpful in helping me ensure I am ready CA for retirement and beyond. "He is always available to us if we have questions or concerns. From day one they were familiar with my account, attentive to my needs and went above and beyond with service - including assistance with computers! "His remarkable talent lies in his uncanny ability to comprehend and adapt our portfolio to align with our evolving financial goals, both in the near term and the long term."25
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She created her own law firm in 2017 because she had a family to take care of and she found that she needed to be in control of not only her own schedule but how she believed a law firm should be run-with kindness, compassion, and a little bit of laughte


Our Valencia office invites you to visit and meet our financial advisors to see what our full-service team can provide. Our Valencia team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals. A recent survey found that 24 percent of workers are very confident about having enough [...] But your finances shouldn’t be ignored. Get a written Financial Plan and a financial advisor to work with you side-by-side as you pursue all your goals in life. Don’t leave your financial goals and dreams to chance.
Fiduciary Duty: Choose a Fiduciary Advisor
I became a Financial Advisor over 20 years ago to help people pursue their financial and life goals. Gave 5 Stars, 12-time Grammy nominated recording artist It has been a wonderful experience working with you. It is so important for a music artist to find someone they can trust to look after their money and royalties so I can focus on my music. We appreciate his expertise and professionalism in handling our account. He takes the time to really listen to my concerns and ideas, and always offers thoughtful CA recommendations to make them even bette


Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change. Planning support for business owners, including strategies related to growth, succession, liquidity events, and personal financial alignment with business-related decisions. Our Valencia team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals. Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. "She and her team have managed my finances in ways that have given me some freedom during crushing times with my ex-husban

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You’ll work with me, an experienced financial advisor, to manage your investments and pursue all your goals like buying a home, retirement, and traveling the world in style. He is personable and down-to-earth and genuinely cares about helping people achieve their financial goals. He took the time to walk us through options, answer our questions in detail, and ensure we felt confident about every decision. He brings a personal touch that’s rare to find—making every conversation feel comfortable, thoughtful, and tailored specifically to us.
Contact a financial planner today and find out how they can help you prepare financially for major life changes, investments, personal finance, or business finances. Imagine how you’ll feel to have a plan to be debt-free someday. Anytime you start something new you get that feeling of doubt that it works for others but not you. In the beginning it might feel bumpy because it’s new but after a little while you’ll get used to it and you’ll enjoy CA the process of moving towards your goals.
Fee Structure: Opt for Fee-Based Compensation
Is your money really aligned with what’s important in your life? In fact, you can get a free review of your account and we’ll explain how we would manage it as your financial advisor. Any type of account whether Traditional IRA, Roth IRA or a non-retirement account, we’ve got you covered. They might have had a bad experience with another financial advisor or a fi


"EP Wealth provides the guidance and support to execute our financial goals. Not only does she deliver excellent results, but she is always accessible when I need help or have questions."23 "He is always available to us if we have questions or concerns. "His remarkable talent lies in his uncanny ability to comprehend and adapt our portfolio to align with our evolving financial goals, both in the near term and the long term."25 We are a fairly young family, but we look forward to many years ahead working with Megan and the team at EP."31 "In an age of increasing automation, it's a gift to get to work with a responsive CA team who understands our unique need