Epona Financial Solutions
Epona Financial Solutions (CRD# 155591) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $9,767,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$443,955
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Claudia Mott (CRD# 1480952) is an Investment Advisor Representative working at Epona Financial Solutions in Millington, NJ and has over 25 years of experience in the finance industry. Claudia Mott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.