Athena Monroe

Business Development Specialist at EPIC Financial Consulting, Inc - , California, United States

Athena Monroe's Colleagues at EPIC Financial Consulting, Inc
Dianne Dudley

Sales Specialist

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Tara Finnegan

Sales And Marketing Specialist

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Bryan Farrell

Sales And Marketing Specialist

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Nina Fisher

Business Development Specialist

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Nancy Nawe

Marketing Development Specialist

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Wendy Lowe

Sales And Marketing Specialist

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Mobile Number
(XXX) XXX-XXXX
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Location
Los Angeles,California,United States
Company
EPIC Financial Consulting, Inc
Athena Monroe's Company Details
EPIC Financial Consulting, Inc logo, EPIC Financial Consulting, Inc contact details

EPIC Financial Consulting, Inc

, California, United States • 1 - 10 Employees
Financial Services

Our team provides strategic advisory services focused on tax efficiency, financial planning and philanthropic giving for high net worth individuals and clients facing liquidity events. We work in conjunction with our clients' tax and legal advisors to provide guidance in the following areas: - Tax-efficient asset structuring for the sale of appreciated assets (businesses, commercial or residential real estate, stock portfolios, art or car collections, intellectual property and intangible assets) - Wealth preservation for high net worth individuals - Multigenerational wealth planning and philanthropic giving

Details about EPIC Financial Consulting, Inc
Frequently Asked Questions about Athena Monroe
Athena Monroe currently works for EPIC Financial Consulting, Inc..
Athena Monroe's role at EPIC Financial Consulting, Inc. is Business Development Specialist.
Athena Monroe's email address is ***@epicfinancialconsulting.com. To view Athena Monroe's full email address, please signup to ConnectPlex.
Athena Monroe works in the Financial Services industry.
Athena Monroe's colleagues at EPIC Financial Consulting, Inc are Dianne Dudley, Tara Finnegan, Bryan Farrell, Nina Fisher, Nancy Nawe, Wendy Lowe and others.
Athena Monroe's phone number is
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