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Emily Sorensen

Financial Planning Associate at EP Wealth Advisors

  • LinkedIn

Email Email: e****@epwealth.com

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

I recently graduated from Utah State University with a dual major in finance and economics and a minor in personal financial planning, and I am now working on my masters in economics from...

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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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EP Wealth Advisors Org Chart and Mapping

Employees

Ashley Bown

Sr. Client Relationship Associate

Kevin Mortesen

Director of Business Management

Omar Elsabbagh

Senior Operations Associate

Heather d'Errico

Employee Enrichment Associate

Justin Foster

Financial Planning Analyst - Intern

Christian Fontal

Client Relationship Associate

Jason Clebowicz

Wealth Advisor Associate

Frequently Asked Questions Regarding Emily Sorensen

Answer: Emily Sorensen works for EP Wealth Advisors as Financial Planning Associate

Answer: Emily Sorensen’s role in EP Wealth Advisors is Financial Planning Associate

Answer: Emily Sorensen's email address is e***@gmail.com

Answer: Emily Sorensen's business email address is e****@epwealth.com

Answer: Emily Sorensen’s direct phone number is (***)-***-****

Answer: Emily Sorensen works in the industry of: Financial Services

Answer: Emily Sorensen is the current Financial Planning Associate at EP Wealth Advisors.... Read More

Answer: Emily Sorensen works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Financial Planning Associate is Emily Sorensen

Answer: Emily Sorensen contact details:

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

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