Advisors at this firm
Michael H
Series 63, Series 66
Fairfield, CA
Epsilon Financial Group, Inc.
Michael Hathaway is a financial advisor at Epsilon Financial Group, Inc. in Fairfield, CA, with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Epsilon Financial Group since 2018, following roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and offers collaborative client relationships with ongoing portfolio management and comprehensive financial planning.
Mark S
CFP®, Series 63
Fairfield, CA
Epsilon Financial Group, Inc.
Mark Sievers is a CFP® with 23 years of industry experience and has been with Epsilon Financial Group, Inc. since 2005. He is also the owner of Il Fiorello Olive Oil Company, a business he has managed since 2007. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and comprehensive financial planning. The firm operates as a small team of five advisors serving approximately 484 clients across three offices.
Peter M
CFP®
Fairfield, CA
Epsilon Financial Group, Inc.
Peter Mattei is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Epsilon Financial Group, Inc. since 2010. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and collaborative client relationships. The firm manages approximately $552 million across about 484 clients through a team of five advisors.
Dennis P
Series 63
Naples, FL
Epsilon Financial Group, Inc.
Dennis Park is a financial advisor at Epsilon Financial Group, Inc. in Naples, FL, with 23 years of industry experience. He has been with Epsilon Financial Group since 2005. He holds a Series 63 designation. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and offers collaborative client relationships involving portfolio management, financial planning, and targeted advisory projects.
Leo M
Series 66
Fairfield, CA
Epsilon Financial Group, Inc.
Leo Martinez is a financial advisor at Epsilon Financial Group, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with various insurance carriers, Bridge Property Management, and Waddell & Reed, Inc. since 2003. Epsilon Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, and business entities, focusing on diversified asset allocation and collaborative client relationships. The firm manages approximately $552 million across about 484 clients through a small team of five advisors.