James Dwyer, Cfp®, Aif®
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James Dwyer, Cfp®, Aif® Email & Phone Number

Partner and Advisor at EP Wealth Advisors at EP Wealth Advisors
Location: Chandler, Arizona, United States 5 work roles 1 school
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@epwealth.com
LinkedIn Profile matched
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Current company
EP Wealth Advisors
Role
Partner and Advisor at EP Wealth Advisors
Location
Chandler, Arizona, United States
Company size
516 employees

Who is James Dwyer, Cfp®, Aif®? Overview

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Quick answer

James Dwyer, Cfp®, Aif® is listed as Partner and Advisor at EP Wealth Advisors at EP Wealth Advisors, a company with 516 employees, based in Chandler, Arizona, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for James Dwyer, Cfp®, Aif®.

James Dwyer, Cfp®, Aif® previously worked as Partner / Advisor at EP Wealth Advisors at Ep Wealth Advisors and Partner / Advisor at Providus Advisors. James Dwyer, Cfp®, Aif® holds Finance from Arizona State University, W. P. Carey School Of Business.

Company email context

Email format at EP Wealth Advisors

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*@epwealth.com
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AeroLeads found 1 current-domain work email signal for James Dwyer, Cfp®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About James Dwyer, Cfp®, Aif®

James Dwyer, Cfp®, Aif® is a Partner and Advisor at EP Wealth Advisors at EP Wealth Advisors. He possess expertise in retirement planning, wealth management, fiduciary services, portfolio management, investments and 11 more skills.

Listed skills include Retirement Planning, Wealth Management, Fiduciary Services, Portfolio Management, and 12 others.

Current workplace

James Dwyer, Cfp®, Aif®'s current company

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EP Wealth Advisors
Ep Wealth Advisors
Partner and Advisor at EP Wealth Advisors
Chandler, AZ, US
Website
epwealth.com
Employees
516
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Company profile
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5 roles

James Dwyer, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Partner / Advisor

Providus Advisors

Providus Advisors is an independent 'fee-only' Registered Investment Advisor offering individuals, families, and institutions objective and sophisticated financial planning and advice. We are dedicated to serving our clients with the utmost diligence and care through relationships based on trust and understanding. Our advisors are all Certified Financial.

Jun 2013 - Aug 2020

Partner / Advisor

A Better 401K

We help small business owners and HR professionals with the management of their retirement plans. We specialize in the following areas:Fiduciary services. Fiduciary oversight is critical to helping you not only improve your plan but also in helping to protect yourself from personal liability. Being a good fiduciary does not need to be complicated or.

Jun 2013 - Aug 2020

Vice President / Portfolio Manager, Pia Program

Merrill Lynch
Sep 2000 - Jun 2013
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 516 employees →

RA Renata Araujo Renata Araujo Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → MM Matthew Mccoy Matthew Mccoy Colleague at Ep Wealth Advisors Marina Del Rey, California, United States, United States View → WH Watts Ha Watts Ha Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → BM Brock Miller, Mba Brock Miller, Mba Colleague at Ep Wealth Advisors Wellsville, Utah, United States, United States View → BC Bill Corcoran Bill Corcoran Colleague at Ep Wealth Advisors Boston, Massachusetts, United States, United States View → AH Adam Hale Adam Hale Colleague at Ep Wealth Advisors Richmond, California, United States, United States View → DM Dillon Mcgill, Cfp® Dillon Mcgill, Cfp® Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → RN Rebecca Navas, Ea, Cts Rebecca Navas, Ea, Cts Colleague at Ep Wealth Advisors St George, Utah, United States, United States View → HD Heather D'Errico Heather D'Errico Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → JP Joseph Palumbo Joseph Palumbo Colleague at Ep Wealth Advisors Carlsbad, California, United States, United States View →
1 education record

James Dwyer, Cfp®, Aif® education

FAQ

Frequently asked questions about James Dwyer, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does James Dwyer, Cfp®, Aif® work for?

James Dwyer, Cfp®, Aif® works for EP Wealth Advisors.

What is James Dwyer, Cfp®, Aif®'s role at EP Wealth Advisors?

James Dwyer, Cfp®, Aif® is listed as Partner and Advisor at EP Wealth Advisors at EP Wealth Advisors.

What is James Dwyer, Cfp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @epwealth.com for James Dwyer, Cfp®, Aif® at EP Wealth Advisors.

Where is James Dwyer, Cfp®, Aif® based?

James Dwyer, Cfp®, Aif® is based in Chandler, Arizona, United States while working with EP Wealth Advisors.

What companies has James Dwyer, Cfp®, Aif® worked for?

James Dwyer, Cfp®, Aif® has worked for Ep Wealth Advisors, Providus Advisors, A Better 401K, and Merrill Lynch.

Who are James Dwyer, Cfp®, Aif®'s colleagues at EP Wealth Advisors?

James Dwyer, Cfp®, Aif®'s colleagues at EP Wealth Advisors include Renata Araujo, Matthew Mccoy, Watts Ha, Brock Miller, Mba, and Bill Corcoran.

How can I contact James Dwyer, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for James Dwyer, Cfp®, Aif® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did James Dwyer, Cfp®, Aif® attend?

James Dwyer, Cfp®, Aif® holds Finance from Arizona State University, W. P. Carey School Of Business.

What skills is James Dwyer, Cfp®, Aif® known for?

James Dwyer, Cfp®, Aif® is listed with skills including Retirement Planning, Wealth Management, Fiduciary Services, Portfolio Management, Investments, Investment Advisory, Estate Planning, and Strategic Financial Planning.

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