![Alfonso Rodriguez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Alfonso Rodriguez is Investment Operations Associate at EP Wealth Advisors, Inc. He has been with the firm since November 2013.
Mr. Rodriguez graduated with a degree in Economics in 2013 from the University of California, Santa Barbara.
Former positions of Alfonso Rodriguez
Companies | Position | End |
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EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Analyst-Equity | - |
Training of Alfonso Rodriguez
University of California, Santa Barbara | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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