PROFILE WITH PUBLIC SOURCES
Ana Mercado
Vice President, Advisor
Torrance, California
Cash-flow planning · CFP
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EP Wealth Advisors
PROFILE WITH PUBLIC SOURCES
Brian E. Parker
Co-founder and Managing Director
Torrance, California
Business owner planning · CFP
PROFILE WITH PUBLIC SOURCES
Clay Zachry
Senior Vice President, Advisor, Partner
Torrance, California
Retirement planning · CFP
PROFILE WITH PUBLIC SOURCES
Derek Holman
Co-founder and Managing Director
Torrance, California
Business owner planning · CFP, AIF
PROFILE WITH PUBLIC SOURCES
Fernando Reyes
Vice President, Advisor
Torrance, California
Investment management · CFP, ChFC, Certified Blockchain and Digital Assets, MBA
PROFILE WITH PUBLIC SOURCES
Giorgina Nguyen
Vice President, Advisor
Torrance, California
Retirement planning · CFP
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