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Jennifer Li

Director of Financial Planning at EP Wealth Advisors

  • LinkedIn

Email Email: j****@epwealth.com

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

Jennifer Li is the Director of Financial Planning at EP Wealth Advisors. Her focus is on working with individuals to navigate the goals and complexities of their financial situations, fro...

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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

Alec Bauer

Mergers and Acquisitions Associate

Neal Marchant

Senior Vice President, Partner

Ashley Bown

Sr. Client Relationship Associate

Rachel Chin

Senior Marketing Coordinator

Ethan Upham

Client Relationship Associate Analyst

Frequently Asked Questions Regarding Jennifer Li

Answer: Jennifer Li works for EP Wealth Advisors as Director of Financial Planning

Answer: Jennifer Li’s role in EP Wealth Advisors is Director of Financial Planning

Answer: Jennifer Li's email address is j***@gmail.com

Answer: Jennifer Li's business email address is j****@epwealth.com

Answer: Jennifer Li’s direct phone number is (***)-***-****

Answer: Jennifer Li works in the industry of: Financial Services

Answer: Jennifer Li is the current Director of Financial Planning at EP Wealth Advisors.... Read More

Answer: Jennifer Li works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Director of Financial Planning is Jennifer Li

Answer: Jennifer Li contact details:

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

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