Financial Advisors in San Diego, CA

San Diego, CA

EP Wealth's San Diego team creates tailored financial plans aimed at helping locals manage their wealth. We take the time to understand your risk appetite, growth expectations, income needs, and legacy goals in order to chart a customized financial plan designed to help you gain confidence and peace of mind. Contact us today to start building your financial future.

CONTACT THE San Diego OFFICE

CLIENT SUPPORT TEAM

Mike Ramirez, CFP®, CCPS
Associate Director of Financial Planning

Marina Tansey
Client Relationship Manager

Jaime Michel
Senior Client Relationship Associate

Levi Anderson, CFP®, AAMS®, CRPC®, EA
Financial Planning Manager

Taylor Pedro-Destacamento
Client Relationship Associate

Daiana Kelleyian, CFA
Portfolio Manager

Contact Our San Diego Financial Advisors

Just inland of La Jolla and Mission Beach, you’ll find our San Diego office located just off the 5 freeway. Our San Diego office invites you to visit and meet our financial advisors to see what our full-service team can provide.

3655 Nobel Drive
Suite 200
San Diego, CA 92122

Phone: (858) 622-9009

Fax: (858) 622-9028

Hours: Monday - Friday 8:00 am - 4:30 pm