Joey Roman, CFP®

Wealth Advisor Associate

Torrance, California

Contact Joey

Joey supports advisors through planning preparation, client service, and portfolio administration. He helps families and professionals stay organized and on track toward their financial goals, with a strong focus on responsiveness and clear communication.
Joey joined EP Wealth in 2023 as a Wealth Advisory Fellow and later transitioned into his current role as a Wealth Advisor Associate. He earned a Bachelor of Science degree in International Business from California State University, Long Beach, and is currently working toward the CERTIFIED FINANCIAL PLANNER™ designation.
Joey’s approach is curious, detail-oriented, and service-first. He focuses on turning complex tasks into simple, repeatable processes and believes preparation and teamwork lead to better client outcomes.
Joey enjoys spending time with family and his chocolate lab, Hank. He is currently training for the “Crossing for KJ” Catalina-to-Long Beach paddle in support of a local scholarship fund.