A Financial Planner’s Guide to Roth...
Financial Advisors in KIRKLAND, WASHINGTON
Kirkland, WA
EP Wealth's Kirkland office delivers personalized financial planning and investment management with services spanning investments, taxes, estate planning, retirement income planning, business solutions, risk management, charitable giving, and more with the specific needs of Seattle-area entrepreneurs, families, and individuals in mind. Contact us today to start building your financial future.
CLIENT SUPPORT TEAM
Lizzy Fuentes
Client Relationship Associate
Armand Lebrilla, CIMA®
Portfolio Manager
Jessica Ellyson, CFP®
Senior Financial Planner
Kiani Christian
Senior Client Relationship Associate
Contact Our Kirkland Financial Advisors
Our Kirkland office invites you to visit and meet our financial advisors to see what our full-service team can provide.
Suite 305
Kirkland, WA 98033
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.
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