- Address
- 2150 Shattuck Avenue Suite 700 Route
- Place
- Berkeley , CA 94704
- Mobile
- (510) 848-0012
- Website
- www.epwealth.com
Description
Financial planner in Berkeley, California - Once your investments reach $500, 000, the way you manage your portfolio needs to evolve.
Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.
EP Wealth Advisors can be found at 2150 Shattuck Avenue Suite 700 . The following is offered: Financial Consulting - In Berkeley there are 2 other Financial Consulting. An overview can be found here.
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