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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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EP Wealth Advisors Org Chart and Mapping

Employees

Linda Ginder

Manager- Financial Planning

Jordan Paul

Financial Planning Associate

Maria Ortiz

Client Relationship Associate

Kelice Sanders

Partnership Integrations

Kristopher West

Information Technology Associate

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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