First-Time Homebuyer? Here’s How to Prepare Financially

Author: Adam Werner

Adam Werner, CFP®, CPWA® weighs in on Redfin to give a few financial tips for first time home buyers and those looking to buy within the next few years. From crunching some numbers to starting a savings account, here are a few of his helpful comments in this article

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In the News: La Morinda Weekly - Top 5 End of Year Tax Moves

When it comes to taxes, I get a lot of questions from my clients about tax planning tips. It’s especially timely because we will be offering tax preparation services for our clients starting in spring of 2020.

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EP Wealth Market Update - 11.20.19


EP Wealth 11-20 Full (Middle Frame with Disc)
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EP Wealth Market Update

EP Wealth Full


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EP Wealth Advisors Acquires CPIC International

Acquisition expands EP Wealth’s presence in the San Francisco Bay area and bolsters in-house investment management expertise

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