Cris Moran, CFA, CFP®
Senior Portfolio Manager
Torrance, California
Torrance, California Office
-
Cris is a Senior Portfolio Manager at EP Wealth’s Torrance, CA location.
-
Prior to joining EP Wealth Advisors, Cris was President of Moran Capital Management, Inc., a registered investment advisor based in Redondo Beach, California. The firm specialized in portfolio management and financial planning for individuals, families, trusts and small businesses.
-
Cris is a graduate of Binghamton University, New York. He holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
-
Cris lives in Redondo Beach with his wife and two boys.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
When you hear about tariffs in the...
With new 401(k) contribution limits for...
International Women’s Day: Celebrating...
As 2024 winds to a close, it is the...