Jeppson Wealth Management is a highly experienced financial planning and portfolio management firm based in Manhattan Beach, CA. With a team of dedicated professionals, including CEO Michael Jeppson, the firm offers personalized financial services tailored to individual goals, time frames, and risk tolerance. With decades of experience, Jeppson Wealth Management is uniquely positioned to help clients achieve their financial goals.
Led by Managing Director of Investments Michael Jeppson and Investment Advisor Representative Robert E. Jeppson, Esq., the firm provides comprehensive financial advice and retirement planning. The team also includes client services managers Angie Duso and Craig Morse, who assist clients with administrative questions and research on securities. With a commitment to personalized planning and a deep understanding of the industry, Jeppson Wealth Management is dedicated to helping clients navigate their financial journey.
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