Epic Holistic Partners
Your Partner In Becoming Financially Independent & Creating Your Ideal Life Whether it is managing investments, planning for retirement, or preparing for life's unexpected events, EPIC Holistic Partners is dedicated to empowering you with a financial plan that supports your entire financial journey
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Verified contacts
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LinkedIn employees
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Distinct roles
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- BB
Brandon Bettis
Director of Client Enrichment at Epic Holistic Partners · Other
EmailPhone - BK
Brandon Kaplan
Financial Advisor · Finance & Accounting
EmailPhone - EP
Erik Pedersen
Founder & CEO · General Business & Management
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Epic Holistic Partners
5 distinct titles indexed · top 5 shown.
- 1director of client enrichment at epic holistic partners
- 1director of investment strategy
- 1director of operations
- 1financial advisor
- 1founder & ceo
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