California financial adviser leaves Beverly Hills bank for RIA
EP Wealth Advisors of Torrance, Calif., has more than $1.6 billion in assets under management.
Adam Phillips is leaving City National Bank in Beverly Hills, Calif., where he managed nearly $700 million in client assets, to join EP Wealth Advisors. He will serve dual roles as a senior vice president and Investment Strategist.
EP Wealth Advisors, an independent financial planning and investmen
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