EP Wealth Advisors
EP Wealth Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Parmita Roy
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Parmita Roy is a Valencia, 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, Parmita Roy 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
Paramita Roy is a Wealth Advisor here at EP Wealth Advisors®. She was born and raised in The City of Joy, Kolkata in India. Paramita moved to the United States at the age of 21, and earned a Masters in Business Administration from Keller Graduate School of Management in 2007. She has been in the Financial Services industry for 13 years, with experience in being a Financial Consultant at ICM, Waddell and Reed, Fidelity Investments and TD Ameritrade prior to joining the EP Family. She is passionate about walking alongside her clients through educating and empowering them through financial advice, ultimately playing a part in helping achieving their lifegoals. Outside of work, she considers cooking and painting to be her true stress busters. Married for 20 years, Paramita lives in Los Angeles with her husband Arup.
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
Contact Parmita Roy
27441 Tourney Road
Valencia, CA 91355