Clifford Coulston
JD
EP Wealth Advisors
Senior Wealth Advisor/Investment Advisor Representative
Clifford Coulston
JD
EP Wealth Advisors
Senior Wealth Advisor/Investment Advisor Representative
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Clifford Coulston, JD
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Clifford Coulston is a Walnut Creek, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Clifford Coulston is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Clifford Coulston is an Investment Advisor Representative (IAR) with more than 30 years of experience at successfully growing client assets. He joined EP Wealth Advisors in 2022. Clifford has a well-established track record of guiding investments for families and individuals to help them achieve their financial goals through long-term wealth-building strategies. His time-tested advice to clients is to “Stay the course and remain patient.” When not immersed in the process of helping optimize his clients’ portfolio performance, Clifford finds inspiration spending time with his wife in the outdoors, where they enjoy hiking together.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
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Clifford Coulston is Quoted on Yahoo Finance: "EP Wealth Advisors® Acquires Coulston Financial Services"
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Clifford Coulston is Quoted on S&P Global Market Intelligence: "EP Wealth Advisors closes acquisition of Coulston Financial Services"
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
Contact Clifford Coulston
Office Locations:
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1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
