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Cfp® Nicole Simpson

Financial Planner at EP Wealth Advisors

  • LinkedIn

Email Email: n****@epwealth.com

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

Nicole is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and advises clients on a wide-range of financial planning topics including Cash Flow Planning, Tax Planning, Retirement Planni...

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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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Employees

Jordan Loo

Data Operations Associate

Darjae Crenshaw

Senior Operations Associate

Cfp® Lauren Klein

Vice President - Senior Wealth Advisor

Heather d'Errico

Employee Enrichment Associate

Alec Bauer

Mergers and Acquisitions Associate

Trevor Moore

Associate Director, Operations

Frequently Asked Questions Regarding Cfp® Nicole Simpson

Answer: Cfp® Nicole Simpson works for EP Wealth Advisors as Financial Planner

Answer: Cfp® Nicole Simpson’s role in EP Wealth Advisors is Financial Planner

Answer: Cfp® Nicole Simpson's email address is n***@gmail.com

Answer: Cfp® Nicole Simpson's business email address is n****@epwealth.com

Answer: Cfp® Nicole Simpson’s direct phone number is (***)-***-****

Answer: Cfp® Nicole Simpson works in the industry of: Financial Services

Answer: Cfp® Nicole Simpson is the current Financial Planner at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Financial Planner is Cfp® Nicole Simpson

Answer: Cfp® Nicole Simpson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  n****@epwealth.com

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