Adrian Larson is a seasoned financial professional with extensive experience in portfolio management and investment advising. He currently serves as President and Portfolio Manager at EP Wealth Advisors, where he oversees the management of over $8 billion in assets. Larson's career in finance began over two decades ago, and during that time, he has accumulated a wealth of knowledge and expertise in areas including asset allocation, risk management, tax-efficient investing, and retirement planning. Prior to joining EP Wealth Advisors, Larson held roles at several other prominent financial institutions, including Charles Schwab and UBS Financial Services. Throughout his career, he has demonstrated a deep commitment to providing personalized and effective investment solutions to his clients. In addition to his work in finance, Larson also maintains an active presence in his community, supporting local charities and volunteering his time to help those in need. His dedication to excellence and client service have earned him a reputation as one of the most respected and trusted financial advisors in the industry.