Rick CFP's Colleagues at EPIQ Capital Group
Rick CFP's Contact Details
HQ
(415) 433-3747
(415) 433-3747
Location
Company
EPIQ Capital Group
EPIQ Capital Group
Rick CFP's Company Details
EPIQ Capital Group
San Francisco, California, US • 64 EmployeesInvestment Bank/Securities Brokerage
EPIQ is a leading multi-family office and investment firm dedicated to simplifying the financial lives of the most successful professionals and their families. Founded by Chad Boeding, former Partner and Co-Founder of ICONIQ Capital, EPIQ offers bespoke solutions, exclusive access, and personalized care, delivering an experience beyond wealth. Embodying core values of Integrity, Excellence, and Growth, EPIQ is a trusted fiduciary and advocate for its clients, redefining the landscape of wealth management with a human touch.
Frequently Asked Questions about Rick CFP
Rick CFP currently works for EPIQ Capital Group.
Rick CFP's role at EPIQ Capital Group is Director.
Rick CFP's email address is ***@epiqcg.com. To view Rick CFP's full email address, please signup to ConnectPlex.
Rick CFP works in the Investment Bank/Securities Brokerage industry.
Rick CFP's colleagues at EPIQ Capital Group are Kaitlyn Lo, Peter Zanino, Jack Burns, Shelby Renolds, Mark CFA, Scott McWilliams, Kaleb Kite and others.
Rick CFP's phone number is (415) 433-3747