EP Wealth Advisors - Torrance, California

Robert Hayashi

We've been with EP Wealth since Dec 2010. We're very happy with Derek Holman and his staff. He's knowledgeable, easy to talk to, caring, answers questions timely, and does strategic planning. Our portfolio has grown substantially. EP Wealth holds educational seminars and social gatherings. Perks that we appreciate are: 1) Review of prescription Part D plans and recommending changes. In 2024, we switched plans, saved 44% in prescriptions this year. 2) Selling our rental income buildings - Rather than flat-out selling a building and paying HUGE capital gains, they recommended that we do a Delaware Statutory Trust (DST) for deferred capital gains (pay ordinary income tax as you pull out money). 3) Required Min Distribution (RMD) - I reached age 73 recently. Rather than flat-out taking 401K distributions and paying income tax, I decided to take half and other half, give to charities to reduce tax hit. 4) Living Trust - They help you doing updates. So, bottom line is EP Wealth does more than just manage your portfolio. They offer other services which are great perks. It's not all about just the numbers.

Sandy VandenBerge

Cristin Rigg has been a member of the Professional Advisory Council at Torrance Memorial for 12+ years. She is a skilled presenter with the ability to clearly teach and explain financial issues. Her specialty with her presentations has been about Social Security and savvy planning strategies. We repeatedly call on Cristin to share this expertise by presenting at our free financial health seminars. She donates her time for these presentations as well as for follow-up meetings with and questions from attendees. I personally have heard many positive reports about Cristin as a financial advisor/planner from her clients who are also known to me from attending these seminars and as donors to Torrance Memorial. I highly recommend Cristin as a financial advisor and professional.

Dr. Wendell P. Wong

Our family has had a long history and financially beneficial and successful relationship with Cristin Rigg. We have been clients of the Harris Financial Associates since 2011, and have used their excellent services for our parents and family, and recommended several other friends and associates to them for financial management and planning.
The merger with EP Wealth has given even more depth and services as we head into our “Golden” Years.
Cristin has always been available, patient, kind, respectful and attentive to our changing needs, while handling many challenging situations with estate planning and streamlining our financial needs. This has taken a tremendous burden off us, coordinating our team consisting of accountants, estate attorneys and addressing changing tax codes and estate issues.
We wholeheartedly recommend Cristin Rigg and her very capable and knowledgable staff at EP Wealth.
With Great Appreciation,
Dr. Wendell & Terry Wong

Dan Cole

I've been with them for 5 years and we're now in retirement. I trust them and have recommended them to a couple of my close friends.

Update 2024: We've now been with EP Wealth for three years into retirement. I'm very conservative when it comes to money management so if you're like me, you'll love this company. I have complete confidence in my EP Wealth account team to manage us through retirement and any hiccups that may occur in the future.

Elayne Nahman

Since I have become a client, I have had nothing but great service from EP Wealth Advisors. My advisor, Clay Zachary, is always available to me and has assisted me in countless ways beyond his role as my financial advisor. I appreciate the resources they offer and the diverse expertise they provide in growing and maintaining my portfolio.

David Gerhardt

We've been working with EP Wealth since my retirement, and with Tom Nguyen for the past several years. I can't thank them enough for helping us navigate the uncertainties of modern investing. EP Wealth fosters sound financial planning, and people like Tom are critical in ensuring we understand the potential options (or pitfalls) of the future. I highly recommend them both!

Rick Sanchez

Disappointed - EP Wealth Advisors Torrance!
Contacted Cristin Harris Rigg on 1/11/23 to schedule a paid consultation. Ms. Rigg explained she would be happy to answer my questions regarding Social Security on Friday, 1/13/23 at 11am, and would phone me on that date and time. I adjusted my work calendar anticipating her call which never happened (waited for 25 minutes). In addition, I sent Ms. Rigg an email follow up letting her know I waited for her call and to my surprise, she never responded. I do expect a higher level of professionalism from a Wealth Management Professional. I've also learned it's best to find these things out early in the selection process.

LORRAINE SHEA

Nothing but great service and excellent advice. Trevor Bush had been our go-to, and we couldn't be happier. He replies immediately with calls. Top notch service and very well informed on market business