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’S WEALTH MANAGEMENT TEAM
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.
Suite 400
Torrance, CA 90503
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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