Megan Carden, CFP®

Vice President, Advisor

Central Coast, California

Contact Megan

Megan enjoys utilizing her love for numbers and analytical skills to build financial plans that are tailored to the unique needs and situations of each client. Very detail oriented and efficient, Megan likes working with like-minded individuals.
Starting as an analyst at Wacker Wealth Partners in August 2015, Megan obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation the next year and transitioned into an advisor role where she supported other advisors and quickly serviced clients independently. Previously, she worked two years underwriting loans as an Agricultural Credit Analyst at a community bank, a role that included analyzing tax returns, profit and loss statements, and balance sheets to determine whether borrowers could service their debt. Today, as a member of the EP Wealth Advisors family, Megan also helps train and mentor other service advisory members.
Megan graduated Summa Cum Laude from Lees-McRae College with a B.S. degree and a major in Business Administration, concentrations in Finance and Marketing and a minor in Psychology. She played volleyball throughout her four years on campus.
Outside the world of finance, Megan’s pursuits range from painting, playing tennis, and baking. It is her goal to find the best chocolate chip cookie recipe. You can also find Megan playing frisbee with her very active border collie, Maverick, while tracking her husband, Ryan’s, location as he’s navigating cruise ships up in South East Alaska.

Client Testimonials:

"Working with Megan Carden at EP Wealth has absolutely transformed our lives. We started working with EP a couple years ago and we were immediately put on the right track. Megan guided us through complicated business and estate planning, long-term financial forecasting, philanthropy, college savings, job retirements, and she even connected us with an experienced accountant who knows the ins and outs of our niche. In an age of increasing automation, it's a gift to get to work with a responsive team who understands our unique needs. We are a fairly young family, but we look forward to many years ahead working with Megan and the team at EP." -John N., Client, 12/15/2025 (1)

1. The testimonial reflects the client's personal experience with Megan Carden and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Megan Carden or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.