EP Wealth Advisors - N California Blvd

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  description: "EP Wealth Advisors' Walnut Creek office is a full-service wealth management team led by CFP® credentialed advisors including partners Stephanie Richman and Jonathan Spector. The firm specializes in retirement planning, estate coordination, tax-efficient investment strategies, and divorce financial planning for high-net-worth individuals and families in the East Bay. With a 5.0-star rating and a dedicated team of financial planners, portfolio managers, and client relationship associates, they provide personalized, multi-generational wealth strategies for Walnut Creek and the greater Bay Area.",
  url: "https://www.epwealth.com/our-team/walnut-creek/",
  telephone: "+1-925-283-2201",
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    name: "Stephanie Richman",
    jobTitle: "Senior Vice President, Advisor, Partner",
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  areaServed: "Walnut Creek, CA and surrounding East Bay communities including Danville, Lafayette, Alamo, Pleasant Hill, Concord, and greater Contra Costa County",
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