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Cfp® Kristen Perez

Senior Financial Planner at EP Wealth Advisors

  • LinkedIn

Email Email: k****@epwealth.com

phone noPhone Number: (***)-***-****

There are few careers in which you can see the tangible impact of your work — how you’re directly affecting the lives of others. I have always been driven by the need to make a difference...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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Employees

Mason Hulce

Client Relationship Associate

Cfp® Rich Derafelo

Regional Director /Partner

Nicole Smith

Office Services Associate

Maria Ortiz

Client Relationship Associate

Joshua Phillips

Client Relationship Associate

Andre Desir

Associate Estate Attorney

Frequently Asked Questions Regarding Cfp® Kristen Perez

Answer: Cfp® Kristen Perez works for EP Wealth Advisors as Senior Financial Planner

Answer: Cfp® Kristen Perez’s role in EP Wealth Advisors is Senior Financial Planner

Answer: Cfp® Kristen Perez's email address is k***@gmail.com

Answer: Cfp® Kristen Perez's business email address is k****@epwealth.com

Answer: Cfp® Kristen Perez’s direct phone number is (***)-***-****

Answer: Cfp® Kristen Perez works in the industry of: Financial Services

Answer: Cfp® Kristen Perez is the current Senior Financial Planner at EP Wealth Advisors.... Read More

Answer: Cfp® Kristen Perez works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Senior Financial Planner is Cfp® Kristen Perez

Answer: Cfp® Kristen Perez contact details:

  • Phone number  :  (***)-***-****
  • Email  :  k****@epwealth.com

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