Current Position:
Regional Director at EP Wealth AdvisorsExperience:
26 yearsLocation:
Fort Mitchell, KentuckyApr 2025 - Current
Apr 1999 - Apr 2025
MBA at Xavier University
BS at Northern Kentucky University
Name: EP Wealth Advisors
Speciality: Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management
Location: Torrance, California, United States
Employees: 200-500
HQ Phone: 1-877-590-5424
Description: EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm....
How long has Michael Simon been working as a Regional Director?
Michael Simon's total experience in various companies as a Regional Director 4 months.What is Michael Simon's minimum period of employment in the companies?
Michael Simon's minimum period of employment in various companies is 26 years.What is Michael Simon's average duration of employment for different companies?
On average, Michael Simon works for one company for 26 yearsWhat industries has Michael Simon worked in?
Michael Simon works in the Financial Services.What positions has Michael Simon held before?
Previously, Michael Simon worked as a Founder, President and CIO.How do I contact Michael Simon?
Michael Simon's email address is m******s@epwealth.com, phone number is +1-***-***-1373. Sign up to get contact details.Who is the President & CEO of the EP Wealth Advisors?
The President & CEO of the EP Wealth Advisors is Patrick G. GoshtigianWho are Michael Simon's peers at other companies?
Michael Simon's peers at other companies are Darron Richardson and Junior Falelima and Sandra BainFind email for 850M+ professionals