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Christian Daniel Fontal

Ep Wealth Advisors

Torrance, CA

Denver, CO

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
CO RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09
  • CO RA
    APPROVED
    Since 2025-01-09

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

7800 E Union Ave Suite 520, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 11/2020 03/2022
Indian Peaks Golf Course Lafayette CO 05/2018 08/2018
Amazon Prime Winooski VT 08/2017 05/2018
Six Flags Hurricane Harbor Valencia CA 06/2017 08/2017
Unemployed Boulder CO 08/2016 06/2017
Unemployed Boulder CO 08/2018 11/2020
Ep Wealth Advisors, Llc Denver CO 03/2022 01/2025
Ep Wealth Advisors, Llc Denver CO 01/2025 Present
  • 11/2020 → 03/2022
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 05/2018 → 08/2018
    Indian Peaks Golf Course
    Lafayette, CO
  • 08/2017 → 05/2018
    Amazon Prime
    Winooski, VT
  • 06/2017 → 08/2017
    Six Flags Hurricane Harbor
    Valencia, CA
  • 08/2016 → 06/2017
    Unemployed
    Boulder, CO
  • 08/2018 → 11/2020
    Unemployed
    Boulder, CO
  • 03/2022 → 01/2025
    Ep Wealth Advisors, Llc
    Denver, CO
  • 01/2025 → Present
    Ep Wealth Advisors, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-09

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

More in Torrance, CA

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