Stephanie Richman
CFP®, CPCC®
EP Wealth Advisors
Regional Director
Stephanie Richman
CFP®, CPCC®
EP Wealth Advisors
Regional Director
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. - Stephanie Richman, CFP®, CPCC®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Stephanie Richman is a Walnut Creek, CA fee-only financial planner. 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, Stephanie Richman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Stephanie Richman, CFP®, CPCC®, is Regional Director of Northern California/East Bay at EP Wealth Advisors. She started her investment career in 1987 working as an institutional stockbroker of European equities in Tokyo, Melbourne and New York City. After 5 years in the industry, she decided to take a year off and make her way back to California, where she spent 24 years with Fidelity Investments. At Fidelity, she took on multiple roles including Branch Management in Monterey and San Jose, a Regional Planning and Training role covering the Pacific Northwest, a Senior Retirement Counselor role where she met with Faculty and Staff one-one and led workshops on Retirement and Estate Planning at universities across the country, and lastly as a Private Wealth Management Advisor in Palo Alto, CA. In 2018 she founded Richman Financial Planning, LLC. Ms. Richman’s extensive experience in the financial planning arena has made her all the more passionate about helping people understand where they are, and helping them get to where they want to be. While Stephanie was living overseas, she caught the travel bug and has been to 38 countries so far. She also loves to bike, hike, and get caught up in a good book in her free time. Currently, she resides in Berkeley, CA with her partner where you may find her walking with their dog at Point Isabel, riding the Bay Trail, exploring local restaurants, or seeing a play at the Berkeley Rep.
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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Stephanie Richman 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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Stephanie Richman 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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Stephanie Richman is Quoted on TheStreet.com: "How Monte Carlo Simulations Can Help Validate Retirement Success Potential"
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EP Wealth - Awards and Recognition
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Stephanie Richman is Quoted on NerdWallet.com: "Deep Breath and Dial: How Phone Calls Can Save You Money"
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Stephanie Richman is a Certified Professional Co-Active Coach™ (CPCC)
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Stephanie Richman is Quoted on Savvy Money: "Combating Money Anxieties in the LGBTQ Community"
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Stephanie Richman is Quoted on BankRate.com: "The average American forgoes nearly $2,000 in interest via low-yield savings accounts"
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Stephanie Richman is Quoted on TheStreet.com: "15 Ways to Pay Down Holiday Debt"
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Stephanie Richman is Mentioned on Yahoo Finance: "EP Wealth Enhances Core Business Units and Suite of Services for Clients"
Contact Stephanie Richman
Office Locations:
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1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
