Financial Advisors in Central Coast, California

    Central Coast, CA

    If you're looking for a financial advisor in the Central Coast area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

    CONTACT THE Central Coast OFFICE
    8f7d0a1a-84f5-4f28-a321-d6ab33055ff8

    CLIENT SUPPORT TEAM

    Ashley Galien
    Senior Client Relationship Associate

    Kristen Reeves
    Senior Client Relationship Associate

    Hannah Lique Naitove
    Senior Client Relationship Associate

    Brooke Bietz
    Client Relationship Associate

    Contact Our Central Coast Financial Advisors

    Located in Central Coast of California

    892 Aerovista Place, Suite 220 San Luis Obispo, CA 93401
    Fax: (805) 541-5517
    Hours: Monday - Friday 8am-5pm

    Client Testimonials

    “Expert guidance from an experienced team that CARES. No cookie cutter here.”1
    — John G.
    Client, EP Wealth Advisors, 12/04/2024
    “I have referred numerous friends and family members to them, all of whom have been thoroughly impressed and satisfied with the level of service”1
    — Elizabeth W.
    Client, EP Wealth Advisors, 02/19/2025
    “Thanks to EPWA, I was able to retire at age 65 with a sufficient nest egg to last me over the years and provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years.”1
    — Dan H.
    Client, EP Wealth Advisors, 12/02/2024
    “Their deep understanding of finances, attention to detail, and skill in explaining complex concepts using clear language and examples have made the process interesting and enjoyable. They have kept our investments on track, allowing for a good retirement cash flow, while keeping us updated on our budget planning.”1
    — Mary C.
    Client, EP Wealth Advisors, 01/07/2025
    “EP Wealth Advisors are MY financial planning team. I trust them and could not imagine retiring without their guidance.”1
    — Michael F.
    Client, EP Wealth Advisors, 03/14/2025
    "They are always helpful, accessible and wise. They have given my husband and me great advice and our investments have grown tremendously. Every member of the team is extremely professional yet very warm and personable. I cannot recommend EP Wealth Advisors strongly enough.”1
    — Karen G.
    Client, EP Wealth Advisors, 12/12/2024
    “They are professional, knowledgeable and always looking out for what’s best for their clients. They also take time to get to know their clients personally to have a better understanding of their clients' perspectives and support them in their wishes.”1
    — Jim K.
    Client, EP Wealth Advisors, 01/03/2025
    “I am very comfortable in my retirement due to your guidance and recommendations. Your attention to providing help and services in such a caring way is admirable. I am eternally grateful to you.”1
    — Marilyn R.
    Client, EP Wealth Advisors, 12/10/2024
    “I've never considered leaving them for another financial planning group. The entire team consistently provides detailed explanations based on the depth of their knowledge with the financial markets.”1
    — Joanne S.
    Client, EP Wealth Advisors, 03/14/2025
    “They also go out of their way to get to know their clients on a "professional, personal level" which is something we appreciate. To date, we have nothing but the utmost respect, confidence, and appreciation for all they do on our behalf.”1
    — Mary K.
    Client, EP Wealth Advisors, 01/03/2025
    “I recently made a cross country move, selling one house and buying another. Not only did the team helped us figure out the financial aspects of the move, they also provided recommendations on professionals such as a real estate attorney who help us with the remote closing.”1
    — Colleen L.
    Client, EP Wealth Advisors, 03/10/2025
    “EP Wealth has helped us with investments, trusts, insurance, and estate services. They've treated us as family, and have earned our highest level of trust.”1
    — Joseph B.
    Client, EP Wealth Advisors, 01/20/2025
    “They have been a valuable financial counselor as my wife and I moved through many phases of life - raising a family, building a career, and securing our financial future. They have been able to help us through every step, including now in our retirement.”1
    — Jim B.
    Client, EP Wealth Advisors, 02/08/2025
    “Our family has entrusted our financial planning to EP Wealth for over 17 years. Through the highs & lows of markets and global shifts, we've always had the peace of mind knowing that EPW has our best interests in view and protects our investments with our long-term retirement plans in mind.”1
    — Ron L.
    Client, EP Wealth Advisors, 03/10/2025

    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.

    How to Build Generational Wealth
    How to Build Generational Wealth

    Discover strategies for building,...

    How to Prioritize Financial Goals in Complex Financial Lives
    How to Prioritize Financial Goals in Complex Financial Lives

    Balancing multiple financial priorities...

    How to Talk to Your Aging Parents About Finances
    How to Talk to Your Aging Parents About Finances

    Talking finances with your parents can...

    Why Updating Your Estate Plan May Be Important After Life Changes
    Why Updating Your Estate Plan May Be Important After Life Changes

    Life changes can impact your estate...

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials