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Robert A. Egan, Cfp®, Cws® Email & Phone Number
Founder and Principal
at
EP Wealth Management, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Founder and Principal
Location
New York, United States
Company size
Who is Robert A. Egan, Cfp®, Cws®? Overview
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Quick answer
Robert A. Egan, Cfp®, Cws® is listed as Founder and Principal at EP Wealth Management, LLC, a with 4 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Robert A. Egan, Cfp®, Cws®.
Robert A. Egan, Cfp®, Cws® previously worked as Founder & Principal at Ep Wealth Management, Llc and Managing Partner at Tobia & Hillyer Financial Services, Llc. Robert A. Egan, Cfp®, Cws® holds Bachelor Of Science In Business Administration, Finance, Marketing from Seton Hall University.
Company email context
Email format at EP Wealth Management, LLC
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EP Wealth Management, LLC
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Profile bio
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.
Listed skills include Finance, Financial Services, Estate Planning, Portfolio Management, and 13 others.
Current workplace
Robert A. Egan, Cfp®, Cws®'s current company
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Ep Wealth Management, Llc
4 roles
Robert A. Egan, Cfp®, Cws® work experience
A career timeline built from the work history available for this profile.
Founder & Principal
CurrentFinancial 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.
Jan 2016 - Present
Managing Partner
Tobia & Hillyer Financial Services, Llc
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.
Aug 2011 - Jan 2016
Financial Advisor
Dec 2007 - Aug 2011
2 education records
Robert A. Egan, Cfp®, Cws® education
Bachelor Of Science In Business Administration, Finance, Marketing
Education record
Bergen Catholic
FAQ
Frequently asked questions about Robert A. Egan, Cfp®, Cws®
Quick answers generated from the profile data available on this page.
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 EP Wealth Management, LLC?
Robert A. Egan, Cfp®, Cws® is listed as Founder and Principal at EP Wealth Management, LLC.
Where is Robert A. Egan, Cfp®, Cws® based?
Robert A. Egan, Cfp®, Cws® is based in New York, United States while working with EP Wealth Management, LLC.
What companies has Robert A. Egan, Cfp®, Cws® worked for?
Robert A. Egan, Cfp®, Cws® has worked for Ep Wealth Management, Llc, Tobia & Hillyer Financial Services, Llc, and New England Financial.
How can I contact Robert A. Egan, Cfp®, Cws®?
You can use AeroLeads to view verified contact signals for Robert A. Egan, Cfp®, Cws® at EP Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Robert A. Egan, Cfp®, Cws® attend?
Robert A. Egan, Cfp®, Cws® holds Bachelor Of Science In Business Administration, Finance, Marketing from Seton Hall University.
What skills is Robert A. Egan, Cfp®, Cws® known for?
Robert A. Egan, Cfp®, Cws® is listed with skills including Finance, Financial Services, Estate Planning, Portfolio Management, Investment Advisory, Risk Management, Insurance, and Wealth Management.
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