Elliott Servais
MBA, CFP®
EP Wealth Advisors
Vice President
Elliott Servais
MBA, CFP®
EP Wealth Advisors
Vice President
Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Elliott Servais, MBA, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Elliott Servais grew up in Seattle, Washington. He attended University of San Diego where he majored in International Relations. He obtained an MBA with honors from USC's Marshall School of Business. Elliott was most recently with Bank of the West / BNP Paribas as a private client advisor to high net worth individuals and has extensive experience as a business development professional servicing Fortune 500 companies and small businesses. Elliott lives in San Clemente with his wife and three children and enjoys spending time with his family at the beach.
Why I Became a Financial Advisor
“Before working as a financial advisor, I was in a pure sales position, which wasn’t as rewarding. I wanted to help people and I liked investing, so I combined the two. Now I have relationships with my clients and strive to help them with their investments and financial plan. It’s much more rewarding to help someone put their kids through college, retire, and take control of their lives.”
Elliott Servais is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
Working Together
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
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Elliott Servais is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Elliott Servais is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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EP Wealth - Awards and Recognition
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Elliott Servais is Quoted in US News and World Report: "MBA or CFA: Which Is Best for Financial Advisors?"
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Elliott Servais is Quoted in US News and World Report: "5 Small Business Tax Deductions"
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Elliott Servais is Quoted on NBC 2: "The most important advice from current to future retirees"
Contact Elliott Servais
Office Locations:
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18301 Von Karman Ave.
Suite 410
Irvine, CA 92612 -
21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503 -
5151 Shoreham Place
Suite 270
San Diego, CA 92122 -
11400 W. Olympic Blvd.
Suite 170
Los Angeles, CA 90064
