EP Wealth Advisors of San Diego

EP Wealth Advisors of San Diego is a financial planner in San Diego, CA. The firm provides a wide range of specialized services, including retirement planning, estate planning, tax planning, and investment management. Their expertise extends to complex life transitions, offering dedicated support for divorce financial planning, special needs planning, and executive compensation. The team serves a diverse clientele, including federal employees, professional athletes, and high-net-worth individuals.

The firm's approach focuses on creating customized financial plans by evaluating an individual's risk appetite, growth expectations, income needs, and legacy goals. Their comprehensive service suite includes family office services, asset allocation, and business succession planning. The advisory team is composed of various professionals, including partners and vice presidents, who provide fiduciary services and specialized expertise such as Certified Divorce Financial Analyst capabilities. Beyond financial management, the organization engages in community-focused efforts like a Women’s Initiative and a financial literacy initiative.

Located on Nobel Drive, the office is situated near the San Diego Freeway and is a short distance from the Nobel Drive station and a local post office.

EP Wealth Advisors of San Diego is recognized for its commitment to providing thorough and well-documented financial guidance. The firm's high rating reflects a reputation for excellence in wealth management and personalized client care.

The team at EP Wealth Advisors of San Diego remains dedicated to helping local residents navigate complex financial landscapes with confidence and peace of mind.

Services:

• Business Solutions
• Estate Planning
• Family Office Services
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning