John (Jay) works with families and individuals that are within 10 years of retirement to having just retired. He believes each client and family needs are different, but the process to financial success starts with detail planning before any investment recommendations can be made. Jay has over 30 years’ experience in the investment and wealth management field. Before joining EP Wealth Advisors, Jay was a Managing Partner at Warren Financial. Early in his career Jay worked as an institutional fixed income analyst and salesman with Dean Winter, Printon Kane and Fuji Bank. On the wealth management side, Jay held roles at Smith Barney and RBC, working with executives of publicly traded companies