EP Wealth Advisors Welcomes New Financial Advisor

LOS ANGELES, June 4, 2014 /PRNewswire-iReach/ -- EP Wealth Advisors, an independent financial planning and investment management firm with over $1.6 billion in assets under management as of March 31, 2014, today announced that financial professional Adam Phillips has joined the firm as a Senior Vice President and Investment Strategist.

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"Our firm has been growing," explained co-founder and managing director, Brian Parker, CFP®. "We need someone who not only excels in servicing client relationships, but also contributes as a member of the Investment Committee. With his background in fixed income and equity investments, Adam brings valuable skills to the EP Wealth team."

STRONG PAST EXPERIENCE

Prior to joining EP Wealth, Phillips spent nine years at City National Bank in Beverly Hills, where he managed nearly $700 million on behalf of high net worth individuals, foundations and trusts.  He was also responsible for research across various asset classes and proprietary strategies. He is a graduate of the Marshall School of Business at the University of Southern California, earning a Bachelor's of Science degree in Business Administration.  He is currently pursuing his MBA at UCLA's Anderson School of Management.

"As a South Bay resident, I am excited to work for a company with such strong ties to the community.  My colleagues at EP Wealth Advisors have earned a great reputation by partnering with clients in a service-oriented model and providing quality investment and planning solutions.  I see genuine value in the work we are doing here, and look forward to playing a role in the company's future growth," Phillips said.

TOP INDUSTRY CREDENTIALS

Phillips holds both the Chartered Financial Analyst^® (CFA) and CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designations. The Chartered Financial Analyst^® credential has become the most respected and recognized investment designation in the world, according to the CFA Institute website. The CFA Program curriculum bridges academic theory, current industry practice and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. CFP® professionals are uniquely qualified to help individuals pull all their finances together, solve financial problems, and make a plan to achieve their financial goals, according to the CFP Board of Standard's website. Phillips completed a rigorous course of study, successfully passed all exams and met the experience requirements set forth by the CFP Board.

"Adam's credentials and experience show a high level of competency, ethics, and professionalism," said president Patrick Goshtigian, CFA. "His decision to join EP Wealth Advisors in this dual role is an important step in the course of the firm's growth. We are excited to welcome him."

About EP Wealth Advisors

EP Wealth Advisors is an independent Registered Investment Advisory firm located in Torrance, California. The firm provides financial planning, wealth management and investment management services to a wide range of clients. EP Wealth was listed among the Top RIA Firms in 2013 by Financial Advisor magazine. For more information, visit www.epwealth.com.

Media Contact: Leesy Palmer, Impact Communications, 913-649-5009, [email protected]

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SOURCE EP Wealth Advisors