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Sage Mattson

Tax Manager at EP Wealth Advisors

  • LinkedIn

Email Email: s****@epwealth.com

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

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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

Christian Fontal

Client Relationship Associate

Maria Ortiz

Client Relationship Associate

Cfp® Rich Derafelo

Regional Director /Partner

Liz McQueen

Vice President and Partner

Steven Franco

Associate Portfolio Manager

Martyn Wicks

Director of Accounting and Financial Reporting

Jordan Loo

Data Operations Associate

Frequently Asked Questions Regarding Sage Mattson

Answer: Sage Mattson works for EP Wealth Advisors as Tax Manager

Answer: Sage Mattson’s role in EP Wealth Advisors is Tax Manager

Answer: Sage Mattson's email address is s***@gmail.com

Answer: Sage Mattson's business email address is s****@epwealth.com

Answer: Sage Mattson’s direct phone number is (***)-***-****

Answer: Sage Mattson works in the industry of: Financial Services

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

Answer: EP Wealth Advisors's Tax Manager is Sage Mattson

Answer: Sage Mattson contact details:

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

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