Greater Portland Region and Vancouver, Washington Office

410 W 12th St.
Vancouver, WA 98660

Phone: (888) 762-2423

Fax: (866) 565-8305

Pete Fry

Pete Fry, CFP®, MBA

Financial Planning Manager

Greater Portland Region and Vancouver, Washington

  • Pete has been involved in financial services and business planning for more than three decades. He joined the EP Wealth Advisors family in 2022.

  • He began his career at the London offices of Barclay’s Bank. He subsequently invested more than eight years helping clients develop venture strategies and funding at the Entrepreneurial Development Center in Cedar Rapids, Iowa. He also provided financial planning and wealth management expertise to individuals, families, and businesses at two firms in Portland, OR and Vancouver, WA.

  • Pete has an MBA with a CERTIFIED FINANCIAL PLANNER™ professional designation, Pete was attracted to the wealth management field because he loves helping people achieve their dreams.

  • Currently, Pete and his wife live in Ridgefield, WA, with four dogs, three cats, two donkeys and a teenager. When he isn’t busy helping clients, or tending to the farm, he likes to scuba dive, play miniature wargames, and climb mountains.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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