Financial Advisors in ORANGE COUNTY, CALIFORNIA

Orange County, CA

EP Wealth's Orange County office brings personalized financial solutions to one of the Golden State's most vibrant regions. Whether you're from the tech hubs of Irvine or the coastal communities along Newport Beach, our team offers financial planning and investment management services that are designed to meet the unique needs of residents in the OC. Contact us today to start building your financial future.

Orange County - location page_compressed

CLIENT SUPPORT TEAM

Jeni Buys
Client Relationship Manager

Elle Wenz, MBA
Senior Client Relationship Associate

Nikki Simpson, CFP®, EA
Manager, Financial Planning

Lilli-Ann Carreón González
Client Relationship Associate

Anna Vo
Client Relationship Associate

Jared Lopez, CFA
Portfolio Manager

Contact Our Orange County Financial Advisors

Just 10 minutes from Fashion Island’s world class shopping in Newport Beach, and a convenient stroll from John Wayne Airport, you’ll find our office on the 10th floor of the Golden State Foods building in the recently completed office complex on the corner of Michelson and Von Karman. Our Orange County office invites you to visit us and meet our financial advisors to see what our full-service team can provide.

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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