Lauren Valdez
Associate, m & a Partnerships @EP Wealth Advisors
Signup · Get unlimited contacts
WORK HISTORY
Associate, m & a Partnerships @EP Wealth Advisors
Torrance, CA, US
EDUCATION
California State University San Marcos
Bachelor of Science - BS, Finance, General
ABOUT LAUREN VALDEZ
As Associate on the M&A Partnerships Team at EP Wealth Advisors, I lead outreach and relationship-building efforts with independent RIA owners exploring succession, growth, or scale opportunities through partnership.My role centers around connecting with founders who care deeply about their clients, teams, and legacy—and helping them explore what a partnership with EP could look like. With experience both in-house and in a buy-side advisory setting, I understand the importance of fit, flexibility, and thoughtful planning. I\'m always happy to share how EP supports founders during and long after a transaction, whether you\'re early in your journey or actively evaluating options.If you\'re open to a conversation, or just curious about how EP has partnered with over 45 RIAs nationwide, feel free to reach out. Always happy to connect.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.