Robert A. Egan, Cfp®, Cws®

Robert A. Egan, Cfp®, Cws® Email and Phone Number

Founder and Principal @ EP Wealth Management, LLC
New York, NY, US
Robert A. Egan, Cfp®, Cws®'s Location
New York, New York, United States, United States
Robert A. Egan, Cfp®, Cws®'s Contact Details

Robert A. Egan, Cfp®, Cws® personal email

About Robert A. Egan, Cfp®, Cws®

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

Robert A. Egan, Cfp®, Cws®'s Current Company Details
EP Wealth Management, LLC

Ep Wealth Management, Llc

View
Founder and Principal
New York, NY, US
Website:
ep-wm.com
Employees:
4
Robert A. Egan, Cfp®, Cws® Work Experience Details
  • Ep Wealth Management, Llc
    Founder And Principal
    Ep Wealth Management, Llc
    New York, Ny, Us
    View
  • Ep Wealth Management, Llc
    Founder & Principal
    Ep Wealth Management, Llc Jan 2016 - Present
    Greater New York City Area
    Financial Advisor, First Allied Securities Inc. Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services a Registered Investment Adviser.
    View
  • Tobia & Hillyer Financial Services, Llc
    Managing Partner
    Tobia & Hillyer Financial Services, Llc Aug 2011 - Jan 2016
    Fairfield, Nj
    Financial Advisor, First Allied Securities Inc. Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services a Registered Investment Adviser.
  • New England Financial
    Financial Advisor
    New England Financial Dec 2007 - Aug 2011
    View

Robert A. Egan, Cfp®, Cws® Skills

Finance Financial Services Estate Planning Portfolio Management Investment Advisory Risk Management Insurance Wealth Management Mergers And Acquisitions Wealth Accumulation Financial Advisory Wealth Preservation Planning Acquisitions Equities Financial Planning Mergers Strategic Financial Planning

Robert A. Egan, Cfp®, Cws® Education Details

Frequently Asked Questions about Robert A. Egan, Cfp®, Cws®

What company does Robert A. Egan, Cfp®, Cws® work for?

Robert A. Egan, Cfp®, Cws® works for Ep Wealth Management, Llc

What is Robert A. Egan, Cfp®, Cws®'s role at the current company?

Robert A. Egan, Cfp®, Cws®'s current role is Founder and Principal.

What is Robert A. Egan, Cfp®, Cws®'s email address?

Robert A. Egan, Cfp®, Cws®'s email address is ro****@****ail.com

What schools did Robert A. Egan, Cfp®, Cws® attend?

Robert A. Egan, Cfp®, Cws® attended Seton Hall University, Bergen Catholic.

What are some of Robert A. Egan, Cfp®, Cws®'s interests?

Robert A. Egan, Cfp®, Cws® has interest in Investments, Snowboarding, Golf, M&a.

What skills is Robert A. Egan, Cfp®, Cws® known for?

Robert A. Egan, Cfp®, Cws® has skills like Finance, Financial Services, Estate Planning, Portfolio Management, Investment Advisory, Risk Management, Insurance, Wealth Management, Mergers And Acquisitions, Wealth Accumulation, Financial Advisory, Wealth Preservation Planning.

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