Bronwyn Shone

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 11/2021
  Bluesky Wealth Advisors, Llc
  Pleasanton, CA
• 11/2021 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 2013-09-18 → 2021-11-24
  Bluesky Wealth Advisors, Llc
  Pleasanton, CA
  New Bern, NC
  Pleasanton, CA
• 2005-05-27 → 2013-11-27
  Pleasanton Financial Advisors
  Pleasanton, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-06-14

Designations

• Certified Financial Planner