Directory
>
Stephanie Richman
Stephanie Richman
Institutional Equity Sales | EP Wealth Advisors
California, San Francisco, United States
Stephanie Richman
Summary
Stephanie Richman is a seasoned financial planning professional based in San Francisco, California, with extensive experience in wealth management and client services. She currently serves as a VP and Wealth Advisor at EP Wealth Advisors, where she leverages her expertise to guide families and professionals in their financial journeys. With a career spanning over two decades, Stephanie has held various leadership positions at Fidelity Investments, demonstrating her adaptability and commitment to client success. Her educational background includes a Bachelor of Science in Business/Accounting from San José State University. Known for her strategic insights, Stephanie also engages in regional planning and management, making her a valuable asset in the financial sector. Outside of her professional life, she is passionate about mentoring emerging financial advisors and promoting financial literacy.
Stephanie Richman
Work Experience
Regional Director/Partner at
EP Wealth Advisors
February 2020 - Present
Stephanie Richman
Education
San José State University, Bachelor of Science, Business/Accounting
January 1980 - January 1984
Frequently Asked Questions about Stephanie Richman
What is Stephanie Richman email address?
Stephanie Richman's primary email address is ********@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Stephanie Richman work for?
Stephanie Richman is a Institutional Equity Sales at EP Wealth Advisors.
Where Stephanie Richman graduated from?
Stephanie Richman holds a degree in null from San José State University.
How can I directly contact Stephanie Richman?
To contact Stephanie Richman directly, you can use the email address ********@epwealth.com. Complete contact information is available upon registration with Muraena.
Who is Stephanie Richman?
Stephanie Richman is a seasoned financial planning professional based in San Francisco, California, with extensive experience in wealth management and client services. She currently serves as a VP and Wealth Advisor at EP Wealth Advisors, where she leverages her expertise to guide families and professionals in their financial journeys. With a career spanning over two decades, Stephanie has held various leadership positions at Fidelity Investments, demonstrating her adaptability and commitment to client success. Her educational background includes a Bachelor of Science in Business/Accounting from San José State University. Known for her strategic insights, Stephanie also engages in regional planning and management, making her a valuable asset in the financial sector. Outside of her professional life, she is passionate about mentoring emerging financial advisors and promoting financial literacy.
Stephanie`s contact details
********@epwealth.com
Colleagues
Financial Analyst
Senior Financial Advisor
Vice President
Business Development Manager
Employee
Internship
Summer Internship
manager trainee
Financial Advisor
Assistant Superintendent