EP Wealth Advisors has opened an office in Irvine, California to meet the needs of their growing client base in Orange County.
The Orange County office will be led by Ryan Serrecchia, executive vice president/partner.
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This office launch is part of EP Wealth’s five-year plan of continued expansion throughout California.
The company, which has 17 financial advisors and a total of 40 staff, currently manages or advises nearly $2bn in client assets, serves clients in both California and Colorado.
EP Wealth Advisors president Patrick Goshtigian said: "With the world we’re in, the market is demanding a more relationship-based financial service offering. We’re seeing strong demand throughout Orange County, so establishing a presence in Irvine was a natural next step."
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