LAFAYETTE, CALIF., (December 11, 2017) - EP Wealth Advisors, a fee-only registered investment advisory and financial planning firm managing more than $3 billion for clients as of August 31, 2017, has hired Gretchen Caldwell as a wealth advisor for its Lafayette, California office location.
“After an initial career in technology, I realized I was passionate about helping families and, in particular, women take control of their finances,” says Caldwell. “It’s exciting and humbling at the same time to join an elite organization, and a privilege to work with Lynn Ballou and Marilyn Plum. It’s such a collaborative environment they’ve helped create.”
Caldwell most recently was president of Pure Planning, LLC, a fee-only registered investment advisory and financial planning firm focused on helping women secure their financial future. Previously to this, she was a senior account executive at Selligy where she headed the start-ups sales efforts prior to an acquisition by Veeva Systems. Caldwell graduated with honors with a Bachelor of Arts in Economics from the University of Nebraska at Lincoln and earned a Certificate in Financial Planning from Santa Clara University. She holds a FINRA series 65 license.
“We met Gretchen through the Certified Financial Planners™ WIN Mentorship program. As an intern with us, her contributions were of the highest caliber,” says Lynn Ballou, CFP®, regional director of EP Wealth Advisors, LLC, in Lafayette, California. “She is a product of EP Wealth’s ‘Investing in Women’ initiative, which through the dedication of its team members, continues to nurture active engagement between our firm and those women interested in a shared future.”
About EP Wealth Advisors
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm based in Torrance, California. EP Wealth Advisors manages over $3 billion in AUM as of October 31, 2017. With additional offices in the San Francisco Bay area, West Los Angeles, Irvine, California, Seattle, Washington, and Denver, Colorado, the firm provides client-centric financial planning, wealth management and investment management services to individuals and businesses. For more information, visit: www.epwealth.com 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.
The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.
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