Let's connect
The first conversation
costs nothing.
Schedule a 30-minute introductory call or send us a note. No obligation, no pitch — just a genuine conversation about whether EQ is the right fit.
The first conversation
Office
501 Deep Valley Drive, Suite 202
Rolling Hills Estates, CA 90274
Rolling Hills Estates, CA 90274
Phone
Email
Client Portal
Access Client Login →
Office Hours
Monday – Friday, 8:30am – 4:30pm PT
Virtual meetings available worldwide
Virtual meetings available worldwide
Securities offered through LPL Financial. Investment advice offered through Mariner Independent Advisor Network.
Learn more about our institutional partnership →Schedule a Conversation
30 minutes. No obligation. No pitch. We use this call to understand your situation, share how EQ works, and determine whether we're the right fit for each other.
- — 30-minute introductory call — in person or virtual
- — No preparation required — just come as you are
- — Available worldwide via video call
Or call us directly: 424-394-0800
Request more information
Not ready to call yet?
That's completely fine.
Tell us a little about your situation and we'll send you relevant information. No pressure, no follow-up calls unless you ask for them.
We follow up within one business day. Worldwide virtual meetings available for clients outside the Palos Verdes area.
Send us a note
Fill in what you're comfortable sharing. Only Name and Email are required.
✓ Thank you — we'll be in touch within one business day.
Office Address
501 Deep Valley Drive, Suite 202
Rolling Hills Estates, CA 90274
Rolling Hills Estates, CA 90274
Directions
Located in the heart of the Palos Verdes Peninsula. Convenient to Palos Verdes Estates, Rancho Palos Verdes, Rolling Hills, Manhattan Beach, and Torrance.
Virtual Meetings
We serve clients worldwide via video call. Geography is not a barrier to working with EQ.
