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Joshua Sanchez

Financial Planning and Wealth Management Analyst at EP Wealth Advisors

  • LinkedIn

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

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

I am a rising junior at the University of Southern California, pursuing a Bachelor's degree in Business Administration with a concentration in Finance. I have been fortunate to possess va...

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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

Amy Ho-Markowski

Associate Estate Attorney

Mason Hulce

Client Relationship Associate

Luis Bribiesca

Sr. Client Relationship Associate

Cfp® Ryan Serrecchia

Executive Vice President / Partner

Cfp® Brian H. Wilde

Vice President/Fee Only Wealth Advisor

Michael McGrath

Senior Vice President / Partner

Giorgina Nguyen

Vice President, Wealth Advisor

Frequently Asked Questions Regarding Joshua Sanchez

Answer: Joshua Sanchez works for EP Wealth Advisors as Financial Planning and Wealth Management Analyst

Answer: Joshua Sanchez’s role in EP Wealth Advisors is Financial Planning and Wealth Management Analyst

Answer: Joshua Sanchez's email address is j***@gmail.com

Answer: Joshua Sanchez's business email address is j****@epwealth.com

Answer: Joshua Sanchez’s direct phone number is (***)-***-****

Answer: Joshua Sanchez works in the industry of: Financial Services

Answer: Joshua Sanchez is the current Financial Planning and Wealth Management Analyst at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Financial Planning and Wealth Management Analyst is Joshua Sanchez

Answer: Joshua Sanchez contact details:

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

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