EP WEALTH ADVISORS OPENS NEW OFFICE IN DOWNTOWN SAN DIEGO DESKHUB

SAN DIEGO, CALIF., 2016-Dec-07 — /EPR Network/ — EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $2 billion for clients nationwide, has opened a new office in the downtown San Diego DeskHub facility at 2159 India Street.

“Today’s economic landscape is rapidly evolving and becoming more digitized,” says Sean Cartin, vice president of San Diego region. “As a result, there is a new premium on personal relationships, and the experiences you have. That’s why we’re so excited to be in a work space as forward thinking as DeskHub, right in Little Italy, because they help create a great experience, not just desk space.”

“EP’s mission is to understand each unique situation and develop a customized plan with strategies designed to achieve an individual’s specific goals and objectives. Our San Diego office will serve small business owners, executives, retirees and non-profit organizations, and help address critical planning issues and investment decisions based upon what matters most to them,” he says.

“We’re excited and honored to be a part of the vibrant, downtown San Diego business community,” adds Cartin. “And as a foodie, I’m in heaven just walking down the street.”

“Your philosophy for investing should be simple,” says Cartin. “Figure out what is most meaningful to you, set realistic financial goals and commit to sticking to them, and you’ll achieve financial peace of mind.”

For more information, visit: www.epwealth.com.

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About EP Wealth Advisors: EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth Advisors manages approximately $2 billion for clients nationwide. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth was listed among the Top RIA Firms in 2015 by Financial Advisor magazine and in 2016 by Financial Planning magazine (This ranking is based on a firm’s assets under management as reported on Form ADV. Firms eligible for this ranking must be independent registered investment advisors providing services to individual clients with at least 50 million in assets under management as of December 31, 2015). For more information, visit: www.epwealth.com.