Kevin Ashworth Email and Phone Number
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Kevin is the Director of Investments for EP Wealth Advisors. In addition to managing client relationships, Kevin chairs the Investment Committee and manages the Portfolio Management and Analyst departments.Prior to joining EP Wealth Advisors in 2002, Kevin was a Portfolio Manager at Jess S. Morgan & Co., a leading Business Management firm focusing on clients in the entertainment industry. Kevin began his career as a Portfolio Manager and Equity Analyst covering the telecommunications hardware sector for Wells Fargo Private Asset Management.Kevin received his Bachelor of Science in Business Administration with a Finance concentration from California State University, Fresno. He earned the Chartered Financial Analyst (CFA) designation in 2001. He is an active member of the CFA Institute and the CFA Society of Los Angeles.Kevin resides in Long Beach with his wife Gina and their three children.Specialties:Investment ManagementWealth AdvisoryInvestment AnalysisFinancial PlanningClient Relationship ManagementAsset AllocationPortfolio Management
Delarme Wealth Management
View- Website:
- epwealth.com
- Employees:
- 138
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Advisor And Investment Advisor RepresentativeDelarme Wealth ManagementLong Beach, Ca, Us
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Investment DirectorEp Wealth Advisors Mar 2002 - PresentGreater Los Angeles AreaEP 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. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate portfolio management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.http://www.epwealth.com -
Portfolio ManagerJess S. Morgan & Co. Jun 2000 - Mar 2002Portfolio Manager at Jess S. Morgan & Co., a leading Business Management firm focusing on clients in the entertainment industry
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Portfolio ManagerWells Fargo 1994 - 2000Portfolio Manager and Equity Analyst covering the telecommunications hardware sector for Wells Fargo Private Asset Management
Kevin Ashworth Education Details
Frequently Asked Questions about Kevin Ashworth
What company does Kevin Ashworth work for?
Kevin Ashworth works for Delarme Wealth Management
What is Kevin Ashworth's role at the current company?
Kevin Ashworth's current role is Advisor and Investment Advisor Representative.
What is Kevin Ashworth's email address?
Kevin Ashworth's email address is ka****@****ier.com
What is Kevin Ashworth's direct phone number?
Kevin Ashworth's direct phone number is +131054*****
What schools did Kevin Ashworth attend?
Kevin Ashworth attended California State University, Fresno.
What are some of Kevin Ashworth's interests?
Kevin Ashworth has interest in Wealth Management, Financial Planning, Investing.
Who are Kevin Ashworth's colleagues?
Kevin Ashworth's colleagues are Stephen Knadle, Cfa, Brad Robinson, Cfa, Cfp®, Brock Miller, Mba, Cannon Carr, Mollie Privett, Cfp®, Eric Swanson, Cfp ®, Richard Hernandez.
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