EPE Wealth AdvisorsEPE Wealth AdvisorsEPE Wealth Advisors
rachel@epewealthmanagement.com
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.
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.
