Olivia Garcia

Client Relationship Associate

West Los Angeles, California

Olivia Garcia is a dynamic professional with a strong background in client service and account management.
Olivia's career journey has included roles such as Client Service Coordinator in wealth management, where she honed her skills in building relationships and providing top-tier service to clients. She later advanced to the position of Senior Account Relations Coordinator in the insurance sector, where she successfully managed complex client accounts and facilitated communication between clients and providers. These roles have allowed Olivia to develop her skill in client-facing operations, problem resolution, and account management.
Originally from Los Angeles, Olivia earned her master’s from the University of Miami. As she is working at EP Wealth Advisors, Olivia is focused on expanding her knowledge of the financial industry. She aspires to grow within the firm, with the goal of one day stepping into a management role, where she can contribute to the firm’s continued success and development.
Outside of her professional life, Olivia is an avid reader, traveler and loves a good comedy show.