Empirical Wealth Management

Description

Address: 2020 Main Street #340, Irvine, CA 92614 Hours: Opens soon ⋅ 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 543-1780Website: : : : Category: : : Place name: : Website: http://www.empirical.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Empirical Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review From Empirical Wealth Management Unable to add this file. Please check that it is a valid photo. "When it comes to complex financial decisions, we are not designed to rely solely on our own limited personal experience. In nearly every endeavor, we can benefit from the cumulative experience and knowledge gained by others. It takes decades of hard...More "When it comes to complex financial decisions, we are not designed to rely solely on our own limited personal experience. In nearly every endeavor, we can benefit from the cumulative experience and knowledge gained by others. It takes decades of hard work and persistence to build wealth and you deserve to have it grow and protected by a dedicated team of experts specializing in investments, tax planning and preparation, financial planning, and estate planning. Our team of professionals working for you means more proactive, coordinated strategies, better peace of mind, and confidence in knowing you are on the right path."

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Empirical Wealth Management Employees

Employee
Years
Job
Industry
Jennifer Bryant Jennifer Bryant Seattle, Washington Details
Jennifer Bryant's Empirical Wealth Management Experience August 2013 - March 2014
Job Business Development Access at Swedish Medical Group
Industry Executive Office
Experience
Swedish Medical Group  August 2014 - Present
The Polyclinic  April 2012 - July 2013
The Invisible Hostess  May 2013 - Present
Empirical Wealth Management   August 2013 - March 2014
Avamere Health Services  July 2011 - April 2012
Avamere Health Services  November 2010 - July 2011
Northwest Disability Management   February 2008 - September 2010

Skills
Operational Efficiency, Document Management, Auditing, Quality Assurance, Team Building, Office Management, Administrative..., Healthcare Information..., EMR, EHR, Employee Benefits, Epic Systems, Data Analysis, HIPAA, Managed Care, Medicare, Healthcare Industry, Physician Relations, Healthcare Consulting, Medical Billing, Healthcare Management, Nursing, Home Care, Pediatrics, Hospitals, Healthcare, Inpatient, Patient Safety

Education
University of Oregon   2003 — 2007
Bachelor of Science (B.S.), Political Science and Government, Psychology, Business

Elliott Appel, CFP® Elliott Appel, CFP® Greater Seattle Area Details
Elliott Appel, CFP®'s Empirical Wealth Management Experience January 2014 - Present
Job Associate Financial Advisor at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management   January 2014 - Present
Empirical Wealth Management   August 2012 - January 2014
Seattle University Redhawk Fund   June 2011 - December 2012
Empirical Wealth Management   September 2011 - July 2012
Charles Schwab  June 2011 - August 2011

Education
Seattle University   2009 — 2012
Bachelor of Arts, Business Administration, Finance Major, Graduated Summa Cum Laude

Shannon Contreras Shannon Contreras Portland, Oregon Details
Shannon Contreras's Empirical Wealth Management Experience April 2013 - September 2014
Job Senior Compliance Officer at Jensen Investment Management
Industry Investment Management
Experience
Jensen Investment Management  October 2014 - Present
Empirical Wealth Management   April 2013 - September 2014
Empirical Wealth Management   February 2006 - March 2013

Skills
Regulatory Compliance, Investment Advisor..., QuickBooks, Asset Management, Financial Services, Securities, Equities, Mutual Funds, Investments, Due Diligence, Risk Management

Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, General

Ethan Broga, CFP®, MS Ethan Broga, CFP®, MS Greater Seattle Area Details
Ethan Broga, CFP®, MS's Empirical Wealth Management Experience September 2003 - Present
Job Principal at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management   September 2003 - Present
Charles Schwab  September 1999 - September 2003

Skills
Retirement Planning

Education
College for Financial Planning   2006 — 2008
Master of Science, Personal Financial Planning

Washington State University   1991 — 1995
BA, Business Administration (Finance)

Scuola di Lingua e Cultura per Stranieri, Siena, Italy

Duncan Sandlin Duncan Sandlin Portland, Oregon Area Details
Duncan Sandlin's Empirical Wealth Management Experience 2011 - 2012
Job Financial Professional at Axa Advisors
Industry Financial Services
Experience
Axa Advisors  April 2014 - April 2015
Finacial Consultant / Investigative Research   2012 - 2014
Empirical Wealth Management   2011 - 2012
First Investors  2010 - 2010
Honolulu Police Department  2008 - 2009

Skills
Strategic Planning, Risk Management, Public Speaking, Asset Management, Investments, Portfolio Management, Financial Analysis, Business Analysis, Strategic Financial..., Research, Customer Service, Insurance, Retirement Savings, Estate Planning

Education
University of Portland   2013 — 2014
Masters of Science in Finance

University of Portland   2011 — 2012
Executive Certificate in Financial Planning, Certified Financial Planning

Portland State University   1999 — 2008

Portland State University   1999 — 2004
Bachelors, Liberal Science

Anita Gray, CFP® Anita Gray, CFP® Greater Seattle Area Details
Anita Gray, CFP®'s Empirical Wealth Management Experience October 2014 - January 2015
Job CFP® Professional seeking career opportunity and Director of Volunteers for Sustainable Development USA (Voluntary)
Industry Financial Services
Experience
Empirical Wealth Management   October 2014 - January 2015
Fidelity Investments  September 2011 - May 2014
Retirement Educators   July 2011 - September 2011
TravelPost  June 2010 - January 2011
MHN Government Services  July 2009 - September 2009
Ameriprise Financial  February 2008 - April 2009
Ameriprise Financial  December 2005 - February 2008
Going Places  May 1993 - March 1998

Skills
Retirement Planning, Strategic Financial..., Strategy Development, Financial Planning, Customer Relations, Relationship Management, Investments, Planning, Series 7, Series 63, Sales, Customer Service, 401k, Process Improvement, Financial Services, Insurance, Analysis, Business Development, CRM, Training, Strategy, Project Planning, Leadership, Retirement, Coaching, Management, Marketing, Finance, Financial Planners, Investment Strategies, Investment Advisory, Strategic Planning

Education
College for Financial Planning   2008 — 2009
CERTIFIED FINANCIAL PLANNER

University of Colorado Boulder   2000 — 2003
BA, Psychology & Theatre

Aston College   1992 — 1993
Associate's, Business Administration

Jaime White Jaime White Seattle, Washington Details
Jaime White's Empirical Wealth Management Experience April 2013 - Present
Job
Industry Financial Services
Experience
Empirical Wealth Management   April 2013 - Present
Empirical Wealth Management   November 2009 - March 2013
Empirical Wealth Management   December 2008 - November 2009
Wells Fargo  2005 - 2008
Nordstrom  2004 - 2005

Education
School of Visual Concepts

Seattle University   2007 — 2009
B.A., Finance

Jessica Havens Jessica Havens Renton, Washington Details
Jessica Havens's Empirical Wealth Management Experience August 2008 - July 2009
Job Contract Specialist at General Services Administration
Industry Government Administration
Experience
GSA  August 2009 - Present
Empirical Wealth Management   August 2008 - July 2009
Empirical Wealth Management   May 2008 - August 2008

Skills
Government Contracting, Contract Negotiation, Contract Management, Contractual Agreements, Financial Analysis, Technical Writing, Proposal Writing, Project Scope..., Communication, Economics, Presentations, Mathematics, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Articulate Suite, Digital Video, Training, Strategic Planning, Policy, Access

Education
Seattle University   2012 — 2014
Master's degree, Public Administration

University of Washington   2007 — 2009
Bachelor's of Science, Economics

Everett Community College   2006 — 2007
Associates of Arts and Sciences

Joseph Conachy CFP®, Joseph Conachy CFP®, Greater Seattle Area Details
Joseph Conachy CFP®,'s Empirical Wealth Management Experience May 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Empirical Wealth Management   May 2015 - Present
Charles Schwab  May 2010 - April 2015
Charles Schwab  April 2003 - May 2010
Morgan Stanley  November 2000 - June 2002

Skills
Wealth Management, Investments, Portfolio Management, ETFs, Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Certified Financial..., Strategic Financial..., Retirement, Insurance, Asset Allocation, Financial Planning, Securities, Uniform Combined State..., Asset Managment

Education
University of Colorado at Boulder   1995 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs

Southern Oregon University   1993 — 1995

Ashley Laustsen Ashley Laustsen Orange County, California Area Details
Ashley Laustsen's Empirical Wealth Management Experience June 2008 - August 2008
Job Portfolio Compliance, Separate and Offshore Accounts Analyst at PIMCO
Industry Investment Management
Experience
PIMCO  May 2012 - Present
PIMCO  September 2010 - April 2012
Empirical Wealth Management   June 2008 - August 2008
Morgan Stanley Smith Barney  January 2008 - April 2008

Skills
Currency, Outlook, Fixed Income, Derivatives, Microsoft Excel

Education
Sciences Po Paris   2008 — 2009
International Relations, European Affairs

University of Washington   2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science

Ellen Pong Ellen Pong Berkeley, California Details
Ellen Pong's Empirical Wealth Management Experience June 2015 - August 2015
Job Co Founder and Creative Director at Nearabout Creative Development
Industry Graphic Design
Experience
Nearabout Creative Development   June 2015 - Present
The Daily Californian  August 2015 - Present
The Daily Californian  February 2015 - Present
The Daily Californian  October 2014 - Present
Empirical Wealth Management   June 2015 - August 2015
Polyvinyl Records   January 2015 - May 2015
The EGO Approach   October 2014 - January 2015

Skills
Graphics

Education
University of California, Berkeley   2014 — 2018
Media Studies and Art

Jessica Cho Jessica Cho Portland, Oregon Details
Jessica Cho's Empirical Wealth Management Experience June 2015 - Present
Job Associate Financial Advisor at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management   June 2015 - Present
Wells Fargo  March 2015 - June 2015
Wells Fargo  March 2014 - March 2015
Wells Fargo  September 2012 - March 2014
Wells Fargo  March 2011 - September 2012

Skills
Loans, Strategic Partnerships, Credit, Retail Banking, Customer Experience, Sales

Education
Portland State University
General Science

Erik Lehr, CAIA Erik Lehr, CAIA Greater Seattle Area Details
Erik Lehr, CAIA's Empirical Wealth Management Experience June 2012 - Present
Job Director of Research at Empirical Wealth Management
Industry Investment Management
Experience
Empirical Wealth Management   June 2012 - Present
Empirical Wealth Management   February 2012 - May 2012

Skills
Econometrics, Financial Economics, Time Series Analysis, Portfolio Management, Asset Allocation, Investment Management, Risk Management, R, Quantitative Finance

Education
University of Washington   2009 — 2012
M.S., Computational Finance and Risk Management

University of Oregon   2007 — 2009
M.A., Economics

University of Oregon   2002 — 2007
B.A., Economics, Mathematics

Brianne Lee Brianne Lee Portland, Oregon Area Details
Brianne Lee's Empirical Wealth Management Experience July 2006 - Present
Job Sr. Portfolio Administrator at Empirical Wealth Management
Industry Investment Management
Experience
Empirical Wealth Management   July 2006 - Present
Chinook Capital Management   March 2002 - June 2006

Skills
Investments

Education
University of Oregon   1997 — 2001
BA, Sociology

Jeannie Matza Pedersen Jeannie Matza Pedersen Portland, Oregon Details
Jeannie Matza Pedersen's Empirical Wealth Management Experience November 2012 - Present
Job Financial Advisor at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management   November 2012 - Present
Empirical Wealth Management   April 2012 - December 2012
Maxim Global Wealth Advisors   November 2005 - February 2012
Chinook Capital Management   2004 - 2005
Charles Schwab  1999 - 2003

Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Wealth Management..., Mutual Funds, Equities, Alternative Investments, Pensions, Financial Services, Finance, Financial Planners, Retirement, Securities

Education
University of San Francisco   1995 — 1997
BA, Financial Economics

University of Judaism   1992 — 1995

Michael Van Sant Michael Van Sant Greater Seattle Area Details
Michael Van Sant's Empirical Wealth Management Experience March 2007 - May 2014
Job Financial Advisor at Merriman, LLC
Industry Investment Management
Experience
Merriman, LLC  June 2014 - Present
Empirical Wealth Management   March 2007 - May 2014
Charles Schwab  2002 - 2004

Skills
Funding, Managed Money

Education
University of Colorado Boulder   1990 — 1995