Phuong Quach
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$45.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ep Wealth Advisors, LLCSep 2022 to now
- Cinergy FinancialNov 2021 to Mar 2022
- Pho Ha+Oct 2021 to Jun 2022
- Acquisition Group IncJan 2020 to Mar 2020
- Educational Talent Search (ets)Aug 2019 to May 2023
- California State University, FullertonAug 2018 to Jun 2022
- Social Science Research CenterAug 2018 to Oct 2019
- Schurr High SchoolJan 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7466832
- Firm CRD
- 111147