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Sara Rebecca Gardner

EP Wealth Advisors

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About Sara Rebecca Gardner

Sara Rebecca Gardner is a financial advisor who has been in the industry since 1998. She works with EP Wealth Advisors in Littleton, Colorado. Sara is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Sara Gardner 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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Sara Gardner’s Registration & Firm History

CO

07/10/2024 - Present

EP Wealth Advisors (Littleton CO)

CO

09/24/2004 - 04/01/2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

MA

05/13/1998 - 09/15/2004

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

AZ

03/27/1998 - 04/29/1998

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

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Licenses & Designations

IA

Issued 11/25/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Rebecca Gardner.
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