Epsilon Financial Group, Inc.

Epsilon Financial Group, Inc. (CRD# 111990) is a financial advisory firm headquartered in Fairfield, CA. They manage $286,142,064 in 1,138 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    1,138
    ACCOUNTS
  • Average Account Value
    $251,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, OR, TX

Financial Advisors at Epsilon Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Mark S. Sievers
CRD#: 1162769
2801 Waterman Blvd. Suite 250, Fairfield, CA 94534
96
Wealthminder
score

Mark Sievers (CRD# 1162769) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has over 27 years of experience in the finance industry. Mark Sievers 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.

2
Lowell C. Gossell
CRD#: 4432921
2801 Waterman Blvd Suite 250, Fairfield, CA 94534
93
Wealthminder
score

Lowell Gossell (CRD# 4432921) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has over 15 years of experience in the finance industry.

3
Leo F. Martinez
CRD#: 4684268
2801 Waterman Blvd., Suite 250, Fairfield, CA 94534
93
Wealthminder
score

Leo Martinez (CRD# 4684268) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has over 11 years of experience in the finance industry.

4
Dennis P. Park
CRD#: 2019933
Discovery Bay, CA
93
Wealthminder
score

Dennis Park (CRD# 2019933) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Discovery Bay, CA and has over 25 years of experience in the finance industry.

5
Peter A. Mattei
CRD#: 6324717
2801 Waterman Blvd., Suite 250, Fairfield, CA 94534
90
Wealthminder
score

Peter Mattei (CRD# 6324717) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has 1 year of experience in the finance industry. Peter Mattei 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.

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