our team
Ryan Serrecchia
Executive Vice President and Partner
Certifications
Certified Financial Planner®
Education

Johnson & Wales University

Financial Tip
Start early. The sooner you start investing and developing a plan for your future the greater the likelihood of success. When you begin investing early and have a clear plan in place, it becomes much easier to stay the course through adverse times and therefore much easier to achieve your goals.
Ryan graduated in 1998 from Johnson + Wales University in Providence, Rhode Island with a degree in International Business. Ryan started in the Financial Services industry in 1999, where he eventually held an executive management position at Datek Online Financial Services, managing the Trading Services and Operational Departments. He then went on to spend time working as a Retirement Planning Specialists for AXA Advisors. In addition, Ryan also worked with TD Ameritrade as an Investment Consultant, where, in 2007, he was recognized as the number one representative in the country in offering Wealth Management Services to their clients. Ryan resides in Huntington Beach with his wife and daughter and enjoys surfing, playing sports, and cooking.

Articles by: Ryan Serrecchia

Investors: “Digital Age Is Driving The Financial Industry, But Is There Still Room For Personalized Service?”

Posted on May 19, 2017

Trust and personalized service seems too rare in our industry. That’s why we at EP have created a systemized approach to deliver a more consistent experience, based on advisors’ best practices. I was interviewed by Marie Beerens in her article, “Digital Age Is Driving The Financial Industry, But Is There Still Room For Personalized Service?”… Read more »

What is Succession Planning: Everything You Need to Know

Posted on May 22, 2017

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let… Read more »

In the news: When You Do Everything Right But Your Retirement Plan Goes Wrong

Posted on January 13, 2017

Retirement planning can be a complicated process, and without professional help or with some bad luck, those plans can go awry.  That’s when people need the most help, and a big reason why I get up to go to work every day. I like troubleshooting with a new client and getting them back on track…. Read more »