Rachel Waltjen

Rachel Waltjen, full-time assistant at EPE Wealth Advisors, is a LPL Registered Administrative Associate with over 25 years of industry experience. As a vital member of my team, Rachel assists clients with all administrative issues. She and her husband, Rick, live in Pasadena with their Chesapeake Bay Retriever, Otter.

Start Financial Planning with EPE Financial Advisors Today!

We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial strategies for every stage of life.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

Securities: California, Delaware, Florida, Kentucky, Maryland, Minnesota, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, West Virginia.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

*Associated persons of LPL Financial who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN: 4975634-093022

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