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Cfp Eric Swanson

Vice President, Certified Financial Planner® at EP Wealth Advisors

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Email Email: e****@rfawealth.com

phone noPhone Number: (***)-***-****

My name is Eric Swanson, and I am a dynamic, goal-driven business development professional with 20+ years of multifaceted and progressively responsible experience in account development, ...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees
Riley Scott

Riley Scott

Associate Portfolio Manager

Will Yalam

Will Yalam

Client Relationship Associate

Darjae Crenshaw

Darjae Crenshaw

Senior Operations Associate

Elmer Guerra

Elmer Guerra

Investment Operations Associate

Henry Silva

Henry Silva

Marketing Coordinator

Lucas Karasch

Lucas Karasch

Vice President

Trevor Moore

Trevor Moore

Associate Director, Operations

Kyle Hurt

Kyle Hurt

Senior Financial Planner

Cfp® Nick Hatfield

Cfp® Nick Hatfield

Vice President and Wealth Advisor at Ep Wealth Advisors

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Frequently Asked Questions Regarding CFP Eric Swanson

Answer: Cfp Eric Swanson works for EP Wealth Advisors as Vice President, Certified Financial Planner®

Answer: Cfp Eric Swanson’s role in EP Wealth Advisors is Vice President, Certified Financial Planner®

Answer: Cfp Eric Swanson's email address is e***@gmail.com

Answer: Cfp Eric Swanson's business email address is e****@rfawealth.com

Answer: Cfp Eric Swanson’s direct phone number is (***)-***-****

Answer: Cfp Eric Swanson works in the industry of: Financial Services

Answer: Cfp Eric Swanson is the current Vice President, Certified Financial Planner® at EP Wealth Advisors.... Read More

Answer: Cfp Eric Swanson works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Vice President, Certified Financial Planner® is Cfp Eric Swanson

Answer: CFP Eric Swanson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  e****@rfawealth.com

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