John Daul
Senior Client Relationship Associate
Walnut Creek, California
Walnut Creek, California Office
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Before John joined EP Wealth Advisors in September 2024, he worked as an advisor at Axa Equitable, TD Ameritrade and Charles Schwab.
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John decided to go into wealth management because it combined his two passions for customer service and investing. At EP Wealth, John will continue his passion for working with clients by helping support them and advisors on a daily basis.
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John attended Sonoma State University, where he earned his degree in Art History. He has also passed his series 7 and 66.
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When John isn’t working to help clients, his other passions are music, sports and art!
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