Randy specializes in helping three groups of clients: self-made individuals, small business owners, and dual-income families. Randy’s approach to attracting clients reflects the reason he works in wealth management — simply by offering to help people enhance their finances he gets the joy of seeing them achieve their goals. Randy’s financial experience has made him a regular on CNBC and Fox Business, and a contributor to Forbes online. Randy joined EP Wealth Advisors after 22 years with Warren Financial, when it became part of the EP Wealth family in 2022. At that time Randy was the firm’s Chief Executive Officer and Chief Financial Officer.Randy earned a B.S. in Computer Science, Finance