Brett Davalos

Brett Davalos Email and Phone Number

Vice President Financial Advisor @ EP Wealth Advisors
San Francisco, CA, US
Brett Davalos's Location
San Francisco, California, United States, United States
Brett Davalos's Contact Details

Brett Davalos work email

Brett Davalos personal email

About Brett Davalos

We specialize in working with executives and veterans of public and privately held bio-tech and technology companies, who have made (or about to make) their wealth through a concentrated stock. After achieving this wealth, our services focus more on a wealth preservation strategy. We feel that many individuals have worked very hard to earn this money, and it is more important to preserve this using simple and affordable planning and allocation strategies.Specialties: We specialize in investment management, financial and estate planning.

Brett Davalos's Current Company Details
EP Wealth Advisors

Ep Wealth Advisors

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Vice President Financial Advisor
San Francisco, CA, US
Website:
epwealth.com
Employees:
516
Brett Davalos Work Experience Details
  • Ep Wealth Advisors
    Vice President Financial Advisor
    Ep Wealth Advisors
    San Francisco, Ca, Us
    View
  • Peninsula Wealth, Llc
    Financial Advisor
    Peninsula Wealth, Llc Apr 2012 - Present
    San Francisco, California, Us
    Primarily responsible for the business development and client servicing to individuals and families of the technology and bio-technology sectors.
    View
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Apr 2010 - Jul 2011
    New York, Ny, Us
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Feb 2010 - Apr 2010
    New York, Ny, Us
    View
  • Wells Fargo Investments
    Brokerage Associate
    Wells Fargo Investments Aug 2009 - Feb 2010
    San Francisco, California, Us
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Aug 2008 - Feb 2009
    New York, Ny, Us
    View

Brett Davalos Skills

Asset Allocation Investments Wealth Management Series 7 Retirement Planning Portfolio Management Investment Management Financial Advisory Finance Asset Management Financial Planning Estate Planning Investment Advisory Investment Strategies Asset Managment Wealth Strategic Financial Planning Wealth Management Services

Brett Davalos Education Details

  • University Of Arizona
    University Of Arizona
    Economics And Business
  • El Cerrito High School
    El Cerrito High School

Frequently Asked Questions about Brett Davalos

What company does Brett Davalos work for?

Brett Davalos works for Ep Wealth Advisors

What is Brett Davalos's role at the current company?

Brett Davalos's current role is Vice President Financial Advisor.

What is Brett Davalos's email address?

Brett Davalos's email address is br****@****lth.com

What schools did Brett Davalos attend?

Brett Davalos attended University Of Arizona, El Cerrito High School.

What skills is Brett Davalos known for?

Brett Davalos has skills like Asset Allocation, Investments, Wealth Management, Series 7, Retirement Planning, Portfolio Management, Investment Management, Financial Advisory, Finance, Asset Management, Financial Planning, Estate Planning.

Who are Brett Davalos's colleagues?

Brett Davalos's colleagues are Sherryl Ray, Cannon Carr, Melanie F., Nicole Simpson, Cfp®, Ea, Matthew Mccoy, Travis Mceuen, Cfp®, Adam Hale.

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