Emily Sorensen

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

• 08/2023 → 08/2026
  Ep Wealth Advisors, Llc.
  Logan, UT
• 05/2022 → 08/2023
  Spring Source Wealth Advisors
  Hillsboro, OR
• 01/2020 → 05/2023
  The Center For Growth And Opportunity At Utah State University
  Logan, UT
• 01/2020 → 05/2022
  Utah State University
  Logan, UT
• 08/2015 → 05/2021
  Utah State University
  Logan, UT
• 06/2018 → 06/2019
  Conservice The Utility Experts
  Logan, UT
• 04/2017 → 07/2018
  Conservice The Utility Experts
  Logan, UT
• 08/2021 → 05/2023
  Utah State University
  Logan, UT
• 08/2026 → Present
  Ep Wealth Advisors, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-27

Designations

• Certified Financial Planner

Other Names

• Emily Elizabeth Willard