EP Wealth Advisors 2150 Shattuck Avenue, Berkeley, CA 94704
About the Business
EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.
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Location & Phone number
2150 Shattuck Ave. #700, Berkeley, CA 94704, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Protection Planning
- Certified Financial Planner
- Charitable Giving
- Estate Planning Solutions
- Fee-Only Investment Advice
- Financial Goal Achievement
- Financial Independence
- Financial Planning
- Independent Financial Advisor
- Inheritance Planning
- Investing For The Future
- Investment Portfolio Management
- Investment Portfolio Optimization
- Long-Term Financial Planning
- Objectivity In Investing
- Personalized Wealth Management
- Portfolio Reviews
- Retirement Income Planning
- Retirement Planning Strategies
- Tax Efficient Investing
- Tax Planning Expert
- Wealth Creation Strategies
- Wealth Distribution Strategies
- Wealth Management Services
- Wealth Preservation Strategies
- Wealth Transfer Solutions
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