EP Wealth Advisors
Senior Wealth Advisor
EP Wealth Advisors
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Glotzer
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David Glotzer is a Berkeley, 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, David Glotzer 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
David Glotzer has more than 25 years of wealth management experience. He joined the EP Wealth Advisors team in 2021, and previously held positions at Mindful Money, City National Bank and BNY Mellon Private Wealth Management. David gets great satisfaction from engaging with and assisting his clients, whose ages have ranged from their forties to beyond 100, and whose lifestyles range from retirement to working into their eighties and beyond. He’s rewarded by working with psychoanalysts, writers, and others in professions such as law, as well as those in business. David has worked with many clients for more than a decade, and some for more than two. Since 1997, he has attended monthly estate planning councils dealing with current thinking on issues impacting estate planning, in addition to corporate trainings with regard to the economy, markets, portfolio construction and other investment disciplines that impact clients with high and ultra-high net worth. Prior to entering wealth management, David was the editor/publisher and writer for a small publisher, Mulch Press, which was covered by The Wall Street Journal, Publishers Weekly, The Christian Science Monitor, The Village Voice and others. He also was founding Director of the first Urban County Fair in California—the San Francisco Fair and Exposition, in June 1972 in Moscone Center. His history with nonprofit organizations includes being first Chairman of the San Francisco Center for Psychoanalysis, President of the Board of Pact, An Adoption Alliance, and a board member for many years of Playground, a development and support organization for new playwrights. David and his wife share their home with their son and daughter in law, and their two granddaughters. His hobbies include vigorous games of ping-pong, walking, hiking and camping.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
EP Wealth - Awards and Recognition
Free Resources From EP Wealth Advisors
David Glotzer is a Member of the East Bay Estate Planning Council
David Glotzer is Mentioned in Berkeleyside: "Great investors don’t predict"
David Glotzer is Mentioned in the Oaklandside: "Giving is receiving: You will benefit yourself, as well as others, by being generous"
Contact David Glotzer
2150 Shattuck Avenue
Berkeley, CA 94704