Trevor Bush
MBA, CFP®
EP Wealth Advisors
Vice President/Financial Advisor
Trevor Bush
MBA, CFP®
EP Wealth Advisors
Vice President/Financial Advisor
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. - Trevor Bush, MBA, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Trevor Bush grew up in the Brentwood neighborhood of Los Angeles, California. He attended University of Southern California where he majored in Economics and later returned to his alma mater to receive his Masters in Business Administration. Early on in his career in finance, Trevor was blessed with the curse that was the Great Recession, which allowed him to not only learn to manage investments in hard times, but to also help manage peoples’ lives in the most difficult of times. After working for 5 years at UBS in Beverly Hills, Trevor helped start a two person Registered Investment Advisor (RIA), to implement an advisory model that adhered to the fiduciary standard. Shortly after, he worked at Guggenheim Partners, in order to fully understand the institutional process, a process that he seeks to provide to all clients. Trevor lives in Sherman Oaks and enjoys investing time with family and friends and exploring the city of angels.
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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Trevor Bush 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.
Contact Trevor Bush
Office Locations:
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21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503 -
11400 W. Olympic Blvd.
Suite 170
Los Angeles, CA 90064
