Joe Boden
CFP®
EP Wealth Advisors
Senior Wealth Advisor/Partner
Joe Boden
CFP®
EP Wealth Advisors
Senior Wealth Advisor/Partner
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. - Joe Boden, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Why did Joe become a Financial Advisor?
"In sixth grade my dad introduced me to investing. We picked a few stocks like Nike because all my friends wore Nike. Every Sunday I had to look them up in the newspaper and track how they were doing. Even after watching money that was for college suffer a decline in 1987 just as I was starting my freshman year, it didn’t shake my lifelong passion for investing. I knew I wanted to help others learn about investing and became a financial advisor right out of college."
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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Joe Boden 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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EP Wealth - Awards and Recognition
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Joe Boden Contributes to EP Wealth's Blog: "4 Tips to Choose a Medicare Plan for You"
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Joe Boden is the Featured Expert in the Article: "Medicare Special Enrollment Periods Granted Due to Coronavirus (COVID-19) Outbreak"
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Joe Boden is Quoted on CNBC: "Here are tips from financial advisors for getting your Medicare coverage right"
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Joe Boden is Quoted on Mediare Plans: "CAN I CHANGE MEDICARE ADVANTAGE PLANS ANYTIME?"
Contact Joe Boden
Office Locations:
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1301 5th Ave
Suite 1350
Seattle, WA 98101
