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Daniel Steven Federman

EP Wealth Advisors

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About Daniel Steven Federman

Daniel Federman is a financial advisor with over 10 years of experience in the industry. Daniel is a Certified Financial Planner™ professional, specializing in retirement planning, investment management, and tax preparation services. Daniel is currently registered with EP Wealth Advisors and has held previous roles at Westbourne Investments Inc. and NewFocus Financial Group, LLC. EP Wealth Advisors is a Registered Investment Advisor (RIA) with a strong focus on serving high-net-worth individuals, families, and charitable organizations. The firm offers a range of services including financial planning, investment management, and retirement planning.

Firm Information

Daniel Federman is currently registered with EP Wealth Advisors. EP Wealth Advisors is an investment advisory firm headquartered in Torrance, CA. The firm manages over $22 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. EP Wealth Advisors provides a range of services, including financial planning, portfolio management, retirement plan advisory services, and tax preparation. The firm also participates in wrap fee programs.
EP Wealth Advisors

21535 HAWTHORNE BLVD

TORRANCE, CA 90503

$22.32B

Assets Under Management

Not reported

Total Clients

192

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory services & tax preparation services

Retirement plan advisory services & tax preparation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Federman’s Registration & Firm History

CA

02/09/2021 - Present

EP Wealth Advisors (San Mateo CA)

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Licenses & Designations

IA

Issued 06/14/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Steven Federman.
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