EP WEALTH ADVISORS WELCOMES DEREK HEBERT TO LAFAYETTE OFFICE

LAFAYETTE, CALIF., 2016-Dec-07 — /EPR Network/ — EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $2.4 billion for clients as of September 30, 2016, has hired Derek Hebert as a financial advisor for its Lafayette, Calif., office location.

“I’ve been in finance for a while, but what I’ve been missing is the personal relationship, because that’s where you really see the impact you have on people’s lives,” says Hebert. “It’s exciting and humbling at the same time to join such an elite organization, and such a privilege to work with pioneering advisors like Lynn Ballou and Marilyn Plum. It’s such a collaborative environment they’ve helped create.”

Hebert most recently was a senior relationship manager at Brighton House Associates in San Francisco, California, where he formerly also acted as marketing analyst for alternative investments. Previously to this, he was a senior private equity fund accountant for the alternative investment solutions group at State Street Corp. in Boston, Massachusetts. Hebert graduated from Stonehill College, in North Easton, Mass., with a degree in finance.

“Derek brings a world of experience to EP,” says Lynn Ballou, CFP®, regional director of EP Wealth Advisors in Lafayette, California. “He will leverage this experience to bring the utmost in client service and guidance to our Northern California region clients.”

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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 $2.4 billion for clients as of September 30, 2016). 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.