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EPIC Financial Consulting, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

EPIC Financial Consulting, Inc. is a financial services firm based in Los Angeles, California that provides strategic advisory services. It focuses on enhancing tax efficiency, structured financial planning, and philanthropic giving for high net worth individuals and clients facing liquidity events. The team provides guidance on tax-efficient asset structuring for the sale of appreciated assets—covering businesses, real estate, portfolios, art and collectibles, intellectual property, and other intangible assets.

The firm also emphasizes wealth preservation and multigenerational wealth planning as part of its advisory scope. As a small, boutique operation, EPIC serves a specialized client base within the financial services industry from its Los Angeles base.

Find EPIC Financial Consulting, Inc. employees' phone numbers or email addresses

EPIC Financial Consulting, Inc. Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

EPIC Financial Consulting, Inc.'s Leadership

  • Stylized image of a person
    A. W.
    Sales Specialist
    Mobile Phone

EPIC Financial Consulting, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business Development
  • Branding
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from EPIC Financial Consulting, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. W.
    Sales Specialist
    Mobile Phone
    May 20, 2025

Frequently Asked Questions

What is EPIC Financial Consulting, Inc. known for?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc. operates in the Financial Services industry. Explore EPIC Financial Consulting, Inc.'s company overview page for more information.

What is EPIC Financial Consulting, Inc.'s most common email format?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EPIC Financial Consulting, Inc. email formats with LeadIQ.

How many employees does EPIC Financial Consulting, Inc. have currently?

Minus sign iconPlus sign iconEPIC Financial Consulting, Inc. has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are EPIC Financial Consulting, Inc.'s key employees and leadership?

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As of August 2026, EPIC Financial Consulting, Inc.'s key employees include:

  • Sales Specialist: A. W.

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