Exceptional Financial Help with EP Wealth Advisors
Financial Savings EP Wealth Advisors

Exceptional Financial Help With EP Wealth Advisors

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Financial Savings EP Wealth Advisors
Exceptional Financial Help With EP Wealth Advisors 3

Financial planning is crucial for making the most out of your assets and ensuring you meet your future goals. With the exceptional financial help of EP Wealth Advisors, you can reduce your stress about money, get support for your current needs, and build a nest egg for long-term goals like retirement.

In addition to financial advising, EP Wealth advisors reach out to schools and local organizations to teach children about money and being financially literate. They also provide Pro Bono services for families dealing with cancer and financial setbacks.

This post is sponsored by EP Wealth Advisors.

About EP Wealth Advisors

EP Wealth Advisors (EPWA) is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Their mission is to understand each client’s unique situation and develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with a highly experienced team of Certified Financial Planners and Chartered Financial Analysts, have enabled their firm to incorporate portfolio management with a personalized wealth plan to create and maintain a secure financial future for each client.

About the Owner

Erin at EP Wealth Advisors

Erin Voisin has worked in the financial services industry since 2005. She is currently the Managing Director of Wealth Management Services at EP Wealth Advisors where she oversees the financial planning, tax, estate, and retirement plan services offerings. Erin earned her BS from the University of San Diego, majoring in Business Administration and Psychology. She also holds a master’s degree in accounting. She is currently a CFP® certificant, Certified Divorce Financial Analyst®, and Enrolled Agent.

Erin participates in FPA’s Pro Bono Financial Planning Days, is an FPA Pro Bono for Cancer volunteer, and co-chairs EP Wealth’s Financial Literacy committee and outreach. She was a founding member and the former Chairwoman of EP Wealth Advisor’s Investing in Women initiative and also co-chairs the firm’s Internship and Externship program. She is a CFP Board Ambassador and a member of the CFP WIN Council.

In her spare time, Erin enjoys spending time with her family, paddle boarding, cooking, and enjoying life at the beach! She says: “I am a mom of two amazing boys (2 and 4), and my husband and I are also foster parents!”

What Inspired EP Wealth Advisors?

Helping people achieve their financial goals is so amazing. Assisting others to understand the proper steps to take to buy a house, pay off debt, send their children to college, and even retire is a fun and rewarding experience. Wanting to help others achieve those goals inspired Erin to launch EP Wealth Advisors.

What Can One Expect When Working with EP Wealth Advisors?

Client service and an overall client experience are essential. You will hear from Erin or a team member, including responses to emails and calls. You will get a detailed written action plan of all potential recommendations and strategies to achieve your goals. From there, the team will work TOGETHER on that action plan to ensure everything is implemented.

What is One of Your Proudest Moments?

Erin says, “Being named to Investment News Top 40 under 40 in Financial Services, and being recognized for the work I do with clients, the work I do for my firm, and most importantly, the work I do for the community and industry is honestly the proudest moment for me.”

Do You Give Back to the Community?

Erin says, “Yes! I lead our firm’s financial literacy initiative. We go out to schools and local organizations to teach children about money and financial literacy. I am also involved in the FPA Pro Bono for Cancer program. I provide financial advice pro bono for families experiencing cancer and financial setbacks.”

How to Contact EP Wealth Advisors

If you are seeking a financial advisor, you can contact Erin Voisin via email at: [email protected] Additionally, you can fill out the contact an advisor form on their website. For more information, visit epwealth.com.

Join EP Wealth Advisors for a Free Financial Planning Webinar

Join Erin and EP Wealth Advisors live on Facebook Wednesday April 6, 7-8pm PST for a Financial Planning Basics for Peace of Mind webinar. They will cover the basics of financial planning and investing so that you feel armed with the knowledge you need to feel empowered making decisions regarding finances and achieving your financial goals. Get more info and sign up for the free event here.

More Businesses in the Community

Looking for more businesses that give back to the community?! Here’s a few of our other community spotlights:

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