The firm intends to sustain its growth organically and through strategic partnerships. Credit: Ground Picture/Shutterstock.

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief operating officer (COO).

With over 30 years of experience in financial services and wealth management, Bernal’s expertise is set to further EP Wealth’s expansion and client service capabilities.

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He latterly served as the chief operating officer and head of wealth management at SageView Advisory Group.

Besides, he held executive roles at Goldman Sachs, United Capital, Fidelity and JPMorgan.

In the new role, Bernal will lead EP Wealth’s wealth advisory, marketing, investments, and wealth management services teams.

His appointment is part of the firm’s strategy to sustain its growth organically and through strategic partnerships.

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So far in 2024, EP Wealth has partnered with seven firms, extending its reach in both new and existing markets.

EP Wealth CEO Ryan Parker said: “Jorge and I began a conversation several months ago, but it did not take long for us to realise Jorge’s values and approach are a fantastic fit for EP Wealth. We share a laser-focus on serving clients and ensuring advisors have best-in-class tools to do so.

“As we continue to grow and expand our ability to care for families across the country, Jorge’s leadership will help our advisors and business leaders consistently deliver excellent client experiences.”

 Bernal will operate from EP Wealth’s Seattle office.

Bernal added: “Brian and Derek are advisors, continuing to serve their clients while the firm they founded is led by Ryan and the outstanding senior management team.

“In my experience that is unique, and combined with the fact that the firm continues to be primarily owned and fully operated by the team doing the work was another strong component in my decision to join EP Wealth.”

Last week, EP Wealth Advisors acquired Maine-based Gather Financial Planning, and Riley Private Client in Texas.