Verified recordFinancial Services

Justin Sisson

Senior Client Relationship Associate at Ep Wealth Advisors

Based in Atlanta, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Atlanta

Industry

Financial Services

Company size

627

Contact information

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Email

1 credit

j•••••••@epwealth.com

Phone

5 credits

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Background

About Justin Sisson

Beyond stocks and bonds, Warren builds portfolios with Private Equity deals, Venture Capital, and small private funds with a strategic advantage (for accredited investors). Catering to the self-made individual, dual income families, and small businesses. At Warren Financial we believe the individual makes the difference. Opening doors for our clients, connecting clients to a new world of investment opportunities. Helping clients achieve their Greater Purpose, beyond just financial security. Warren Financial is BIG on communication. We provide frequent meetings and conference calls for clients and prospects; unique quarterly newsletters; near-daily facebook posts and tweets about the markets and the economy, etc. We are regularly quoted in the Wall Street Journal, Forbes, Bloomberg etc. and we make frequent TV appearances on CNBC, Bloomberg, and Fox Business. We build our clients a custom designed portfolio, not reuse someone else's model portfolio. Your portfolio combined with your custom plan, frequent communication and state-of-the-art technology. If you share our belief that the individual is the driver of impact in this world (ESG), then Warren Financial is the right place for you.

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