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Stephanie Richman

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Stephanie Richman

Institutional Equity Sales | EP Wealth Advisors

California, San Francisco, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Stephanie Richman

Work Experience

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Regional Director/Partner at

EP Wealth Advisors

February 2020 - Present

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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

mail

********@epwealth.com

Colleagues

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Sean Cartin

Financial Analyst

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Clay Zachry

Senior Financial Advisor

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Dan Federman

Vice President

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Kristie A Garrett

Business Development Manager

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Trevor Bush

Employee

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David Devita

Internship

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Megan Carden

Summer Internship

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Jared Johnson

manager trainee

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Clint Camua

Financial Advisor

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Cody Wickham

Assistant Superintendent

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