What departments does EPIC Financial Strategies, LLC. have?

EPIC Financial Strategies, LLC. has employees across 1 departments including Finance.

What is the largest department at EPIC Financial Strategies, LLC.?

The largest department at EPIC Financial Strategies, LLC. is Finance with 5 employees.

Where are EPIC Financial Strategies, LLC. employees located globally?

EPIC Financial Strategies, LLC. has employees across 2 continents and 2 countries including Malaysia, United States Of America.

How has EPIC Financial Strategies, LLC.'s team size changed over time?

EPIC Financial Strategies, LLC.'s team has decreased from approximately 22 to 21 employees based on available data.

EPIC Financial Strategies, LLC. Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

EPIC Financial Strategies, LLC operates in the financial services sector, aiming to coordinate clients' money across various products and their overall financial plan. The firm describes itself as a process-driven team of micro and macro strategists that emphasizes education to help clients understand their entire financial landscape. Based in Red Bank, New Jersey, the company targets individuals seeking integrated financial guidance rather than isolated product advice.

Its client base includes individuals who want a thorough, education-focused approach to making informed, fact-based financial decisions. By taking a holistic view of finances, the team seeks to reduce fragmentation and provide coherent guidance across products and strategies. The organization operates with a small to mid-sized staff, consistent with the firm's hands-on, client-centered model.

EPIC Financial Strategies, LLC. Global Highlights

North America
20

United States Of America
20

Asia
1

Malaysia
1

EPIC Financial Strategies, LLC.'s Leadership

A. C.
Chief Of Staff
Mobile Phone
Email
R. E. G.
Founder, Managing Director
Mobile Phone
Email
K. C.
Financial Advisor
Mobile Phone
Email
S. B.
Financial Services Professional
Mobile Phone
Email
J. P.
Financial Specialist
Mobile Phone
Email
D. K.
Financial Professional
Mobile Phone
Email
K. Y.
Equity Trader
Mobile Phone
Email

EPIC Financial Strategies, LLC. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Legal
Other
Accounting

Contact profiles from EPIC Financial Strategies, LLC.

Name

Title

Contact Info

Location

Last Update

R. E. G.
Founder, Managing Director
Mobile Phone
Email
United StatesNew Jersey
Jun 26, 2026
A. C.
Chief Of Staff
Mobile Phone
Email
United States
Sep 10, 2025
K. C.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
S. B.
Financial Services Professional
Mobile Phone
Email
United StatesNew York
May 31, 2026
J. P.
Financial Specialist
Mobile Phone
Email
Jun 29, 2026
D. K.
Financial Professional
Mobile Phone
Email
United StatesNew Jersey
May 29, 2026
K. Y.
Equity Trader
Mobile Phone
Email
United StatesNew York
Nov 17, 2025

Frequently Asked Questions

What is EPIC Financial Strategies, LLC. known for?

EPIC Financial Strategies, LLC. operates in the Financial Services industry. The company's main headquarters is located in 2 Bridge Avenue Suite 632 Red Bank, New Jersey United States; you can contact the main corporate office by phone at

+1-732-945-****

. Explore EPIC Financial Strategies, LLC.'s company overview page for more information.

What is EPIC Financial Strategies, LLC.'s most common email format?

EPIC Financial Strategies, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EPIC Financial Strategies, LLC. email formats with LeadIQ.

How many employees does EPIC Financial Strategies, LLC. have currently?

EPIC Financial Strategies, LLC. has approximately 20 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are EPIC Financial Strategies, LLC.'s key employees and leadership?

As of May 2026, EPIC Financial Strategies, LLC.'s key employees include:

Chief Of Staff: A. C.
Founder, Managing Director: R. E. G.
Financial Advisor: K. C.
Financial Services Professional: S. B.
Financial Specialist: J. P.

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EPIC Financial Strategies, LLC. Employee Directory

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