Annika Ming

Senior Client Relationship Associate

Torrance, California

Annika joined EP Wealth Advisors in September of 2024 with over 3 years of experience in the Wealth Management industry. Joining as a Senior Client Relationship Associate, she leads and maintains existing client relationships as a primary point of contact for clients, collaborating with other teams at EP, such as advisors, planners and portfolio managers. She loves helping clients figure out complex financial situations and make them easy to understand, empowering clients to live fulfilling lives.
Prior to joining EP Wealth, Annika worked as a financial settlement planner with Kaas Settlement Consulting where she worked one-on-one with plaintiffs receiving settlements from lawsuits. Prior to working at Kaas Consulting, she was a financial planning assistant at Lincoln Financial Advisors from 2021-2023.
She graduated from Azusa Pacific University in 2018 summa cum laude, receiving her B.S. in Mathematics and Honors Humanities with a minor in Computer Science. In 2022, she earned her Financial Paraplanner Qualified Professional (FPQP®) designation, and in 2023 she earned her CA Life, Accident, and Health or Sickness License.
When Annika isn’t working with clients, she loves spending time with her rescue dog Latke and taking him to Dog Beach in Orange County. On weekends, she loves to try out new recipes, play video games, and shop at unique grocery stores.