��������

Jose Lopez currently works as a Wealth Advisor at EP Wealth Advisors, a position held since October 2021, and previously served as a Client Relationship Associate. Prior to this role, Jose Lopez gained experience as an Associate Banker at JPMorgan Chase & Co. from October 2020 to October 2021 and as an intern at Wilson Financial Advisors during the latter half of 2020. Jose Lopez is pursuing a CFP® Program in Financial Planning at UC Irvine, expected to complete studies in 2024, following a Bachelor of Arts in Public Relations earned at California State University, Fullerton in 2021.