Contact Information
Company Information
Company
EP Wealth Advisors
Industry
financial services
Annual Revenue
50000000.0
Professional Summary
Jorge Bernal serves as Chief Operating Officer at EP Wealth Advisors. EP Wealth Advisors operates in the financial services sector with approximately 500.0 employees. EP Wealth Advisors generates annual revenue of 50000000.0.
Industry & Role Insights
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MessageCEO tracks 11,960 executives in the financial services sector.
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We have verified contacts for 2 executives at EP Wealth Advisors.
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Our database includes 201,468 c suite-level executives.
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Keywords
investment management
holistic financial planning
wealth advisory
retirement planning
estate planning
tax planning
business planning
divorce planning
asset allocation
portfolio management
financial planning
risk management
fiduciary services
wealth management
divorce financial planning
wealth transfer
financial literacy
charitable giving
portfolio review
capital gains tax management
life transition planning
financial health assessment
real estate analysis
401k plans
ira accounts
gift planning
client testimonials
personal financial advice
financial advisor
fee-only financial advice
financial goal setting
tax loss harvesting
buy-sell agreements
emergency funds
spousal maintenance payments
financial education
stakeholder confidence
monetary goals
succession planning
equity investments
womens initiative
community outreach
financial consulting
long-term financial stability
debt analysis
diversification strategy
compliance management
financial independence
market insights
asset management
professional athletes planning
executive compensation planning
financial planning resources
financial services
law practice
legal services
b2b
management consulting
Related Executives
Outreach Guidance — financial services Sector
Financial services executives like Jorge Bernal prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.
Jorge Bernal's Position in the MessageCEO Database
- •Jorge Bernal is 1 of 2 verified executive contacts we track at EP Wealth Advisors.
- •11,735 verified executive contacts in financial services are in the MessageCEO database.
- •37 verified contacts work at financial services companies in the 500.0 employee range (same size as EP Wealth Advisors).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.
Frequently Asked Questions
How do I reach Jorge Bernal directly?
Jorge Bernal's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Operating Officer at EP Wealth Advisors. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Jorge Bernal work for?
Jorge Bernal is Chief Operating Officer at EP Wealth Advisors, a company in the financial services sector with 500.0 employees.
Can I pitch or sell to Jorge Bernal?
As Chief Operating Officer at EP Wealth Advisors, Jorge Bernal is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Jorge Bernal directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Jorge Bernal in?
Jorge Bernal works in the financial services industry as Chief Operating Officer at EP Wealth Advisors. MessageCEO provides verified contact information for executives across all major industries.
Is Jorge Bernal's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Jorge Bernal's profile is kept up-to-date with the latest available information.
Last updated: July 28, 2026
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