Financial Advisors in TORRANCE, CALIFORNIA

Torrance, CA

EP Wealth's Torrance office serves the South Bay area with expert financial planning and investment management services. Our team offers tailored financial plans to help you thrive. Whether you're a professional seeking to maximize your retirement savings or an entrepreneur looking for investment advice, our advisors in Torrance are here to guide you toward financial success. Contact us today to start building your financial future.

Torrance Beach_compressed

CLIENT SUPPORT TEAM

Geniffer Takacs, CFA
Director of Portfolio Management

Daiana Kelleyian, CFA
Portfolio Manager

Kristen Perez, CFP®
Senior Financial Planner

Sean Ostrom, CFP®
Senior Financial Planner

Kevin Beebe, CFA
Portfolio Manager

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Alina Narr, CFP®, EA
Associate Director, Financial Planning

Kelly Anselmo
Senior Client Relationship Associate

Evelyn Salazar
Senior Client Relationship Associate

Avetis Yetenekyan, CFA®
Portfolio Manager

Kasey Kishiyama
Senior Client Relationship Associate

Nicholas Barrett
Client Relationship Associate

Jaunell Silvera
Client Relationship Associate

Jessie Tisdale
Client Relationship Associate

Annika Ming
Senior Client Relationship Associate

Giselle Cayme
Client Relationship Associate

Contact Our Torrance Financial Advisors

Minutes away from Palos Verdes, Manhattan Beach, Redondo Beach, and Hermosa Beach and the 405 freeway, our Torrance office invites you to visit 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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