PLAN FOR WHAT'S IMPORTANT Trademark

Serial Number: 99644573

PLAN FOR WHAT'S IMPORTANT is a trademark filed by EP Wealth Advisors, LLC on February 10, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

EP Wealth Advisors, LLC (4 trademarks)

Suite 1200
Torrance, CA 90503

Entity Type: 16

Legal Representation

Attorney of Record

John M. Begakis

54 trademarks filed View all →

Correspondence Address

John M. Begakis AltView Law Group, LLP

9454 Wilshire Boulevard

Suite 825

Beverly Hills, CA 90212

United States

Trademark Details

Filing Date

February 10, 2026

Registration Date

Not Registered

First Use Anywhere

October 1, 2023

First Use in Commerce

October 1, 2023

Published for Opposition

July 7, 2026

Goods & Services

Financial wealth management services; Financial planning; Financial planning, namely, namely, wealth management services, tax and estate planning services, and other financial planning related services