EP Wealth Advisors’ Post

EP Wealth Advisors announces a new partnership with San Francisco, California-based Peninsula Wealth! This partnership grows upon EP Wealth’s current presence in Northern California, creating a new region that expands EP Wealth’s talent and client pool. “At EP Wealth Advisors, we are always looking for firms that share our client-first philosophy and commitment to personalized financial planning,” said Ryan Parker, CEO of EP Wealth. “Peninsula Wealth has built strong relationships with its clients, and we’re excited to expand the resources available to them while preserving the high level of service they expect.” Read the full press release here: https://hubs.la/Q03fzpc20 #EPWealthAdvisors