Erin
Voisin
Ep Wealth Advisors
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About this Advisor
Erin Voisin is a certified financial planner and chartered financial consultant based in Torrance, California, with 7 years of relevant experience. Voisin is currently employed by Ep Wealth Advisors. During their career, the advisor has held roles at Metlife Securities Inc, Westmount Asset Management, LLC, Metlife Of South California and Ep Wealth Advisors. Voisin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Ep Wealth Advisors is a registered investment company operating out of Torrance, CA. The investment advisory business has offices in 33 locations and a total of 375 advisors. It manages $17 billion in total assets between its 32,050 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 116 charitable organizations. Of its 32,050 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees are based on which services the firm provides the client. However, fee types billed by Ep Wealth Advisors can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Erin Voisin Work History
Erin has been registered as a financial advisor for 7 years.*
Ep Wealth Advisors
Westmount Asset Management, LLC
Westmount Asset Management, LLC
Metlife Securities Inc
Metlife Securities Inc
Metlife Of South California
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erin Voisin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Torrance, CA
Phoenix, AZ
Torrance, CA
Torrance, CA
Saint George, UT
Torrance, CA
Torrance, CA
Torrance, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
