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Arizona Acquisition Adds New Market for EP Wealth Advisors

Torrance-based financial advising firm EP Wealth Advisors is expanding into the Phoenix market with the acquisition of Pathlight Investors.

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Leaders of Influence - Wealth Managers: RYAN SERRECCHIA

Custom Content by the Los Angeles Business Journal

Ryan Serrecchia, CFP, is an executive vice president and partner with EP Wealth Advisors. He is a highly successful wealth manager for EP Wealth Advisors, specializing in comprehensive investment

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EP Wealth Acquires $1 Billion Management Firm

EP Wealth Advisors, a Torrance-based registered investment adviser, or RIA, has acquired Salt Lake City-based Insight Group Inc. and Financial Insight Center.

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