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RIA Edge Los Angeles

Last chance to register

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October 7-8, 2025
Ritz-Carlton | Marina del Rey, CA

Bruce Mohr
Regional Director and Partner at EP Wealth Advisors
Speaker

Profile

Bruce joined EP Wealth in May 2025 through a merger. Bruce was a founding principal with Buffington Mohr McNeal a regional RIA based in Boise, Idaho. After 27 years of independence Bruce and his partner, Carey McNeal, identified EP Wealth advisors as the business partner that would help take their firm to the next level of growth. Bruce has over 40 years of investment management experience in the banking and RIA channels.

Agenda Sessions

  • Succession Planning for a Healthy Future

    4:15pm