Billy Chedester completed two financial industry internships, including one at EP Wealth Advisors, by the time he graduated from college with his BBA and has an academic background in financial planning. Billy joined EP Wealth as a Financial Planning Associate in 2022 and will be working out of the Irvine office. He gained insights into wealth management while interning under financial advisory teams and also acquired experience as a digital marketing specialist during COVID. Billy loves planning because it’s an opportunity to genuinely help individuals and families achieve their goals and increase their quality of life. A member of the Financial Planning Association of Orange County, he was president of his college’s FPA chapter and launched an investment fund through which he helped manage more than $50,000. He’s currently working on earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation. Billy likes to spend his free time surfing, reading, exercising, playing sports, volunteering at his church in Santa Ana, and spending time with his family and friends.
Biola University, B.S. of Business Administration, Concentration in Financial Planning, Minor in Biblical Studies