Patrick L. Kinney Joins EP Wealth Advisors’ West Los Angeles Office


EP Riches Guides, a charge just enrolled venture counseling and money related arranging firm overseeing more than $2.4 billion for customers as of September 30, 2016, has enlisted Patrick L. Kinney as money related guide for its West Los Angeles office area.

“I’m eager to join such a rich customer driven culture like EP’s,” says Kinney. “We will probably make important riches for our customers – which implies profoundly tuning in to customers with the goal that we can tailor a money related arrangement and venture procedure only for them.”

Kinney most as of late was a VP with the Churchill Administration Gather in Los Angeles. He is a previous senior venture VP of Check Capital Administration in Costa Plateau, California, and before that was a speculation specialist for TD Ameritrade in Pasadena, California. Kinney went about as a money related counselor for Loyalty Ventures and was a budgetary specialist at Solid Interests in Chicago. He likewise filled in as advancement executive for College of Illinois at Chicago Newman Center, in Chicago.

Kinney got his Lords of Business Organization in Fund from the College of Illinois at Chicago, and his Four year certification in scientific studies in Financial aspects, from Illinois State College.

“Patrick has a complex comprehension of ventures and individual back. Furthermore, his level disposition will help customers settle on judicious choices – which is so vital amid these questionable circumstances,” says Brian Parker, CFP , prime supporter and overseeing chief of EP Riches Consultants situated in Torrance, California. “He fits into our way of life and we see a splendid future for both him and the firm.”

About EP Riches Counselors: EP Riches Guides is a charge just enrolled speculation admonitory and money related arranging firm headquartered in Torrance, California. EP Riches Guides oversees around $2.4 billion for customers as of September 30, 2016. With extra workplaces in the San Francisco Narrows region, West Los Angeles, Irvine, California and Denver, Colorado, the firm gives customer driven monetary arranging, riches administration and speculation administration administrations to people and organizations. EP Riches was recorded among the Top RIA Firms in 2015 by Monetary Counsel magazine and in 2016 by Money related Arranging magazine (This positioning depends on a company’s advantages under administration as gave an account of Shape ADV. Firms qualified for this positioning must be free enlisted venture guides giving administrations to individual customers with no less than 50 million in resources under administration as of December 31, 2015). For more data, visit:


Please enter your comment!
Please enter your name here