Client Relationship Manager
Orange County, California
During her career in wealth management, Jeni has built a reputation for establishing long-term partnerships with clients.
Prior to joining EP Wealth Advisors, Jeni worked at Pacific Advisors developing comprehensive investment strategies and retirement plans to help her clients prepare for the future.
Jeni holds a B.A. in Political Science from the University of Southern California in Los Angeles.
Away from the office, Jeni spends time with her son, often at hockey games, and cares for her lot of rescued animals.
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