Jaime Michel
Senior Client Relationship Associate
San Diego, California
San Diego, California Office
-
Jaime became part of the EP Wealth Advisors family in 2020. A newcomer to the financial services industry, she’s excited to play a vital role in the day-to-day office operations that provide clients with a smooth and friendly experience and an efficient partnership to help them manage their financial lives.
-
Outside of the office, Jaime enjoys living life with her Golden Retriever, hiking, and traveling.
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.
A Financial Planner’s Guide to Roth...
Maximize your retirement savings with...
If you work for a company, you might be...
After meeting your RMD, you can...