Mohammed Basit

Senior Client Relationship Associate

Torrance, California

Mohammed Basit (“Moe”) is responsible for aiming for seamless communication between our advisory team, custodial partners and clients providing all-encompassing support with an emphasis on holistic wealth management.
Moe has worked in the financial services industry since 2014 helping clients in banking, investment management and most recently, financial planning firms. Prior to joining EP Wealth Advisors, Moe worked as a senior associate for firms like NewEdge Wealth, Edelman Financial Engines and Capital Group providing him with extensive experience into developing process improvements, strategic policies and audit procedures.
He particularly enjoys getting to know people and hear their unique stories.