Billy Wee, CFP®

California State Icon Danville, California
Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
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About Billy

Billy Wee has more than two decades of experience in the financial services industry and considers financial planning to be his life’s work. Billy joined EP Wealth Advisors in 2021 after serving in roles that most recently included 11 years with Homewood Capital Management. Awarded the CERTIFIED FINANCIAL PLANNER™ credential, and a member of the CFP® Board, Billy is inspired by the way good financial decisions can make a significant difference in the overall quality of his clients’ lives and peace of mind. Among his favorite personal insights is, “Don’t chase money. If you devote yourself to excellence, money will chase you.” When he’s not helping clients prepare to meet their goals, Billy likes to leave the office behind and get out into nature with his family.

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Education

University of California Los Angeles, B.A., Economics
St. Andrews University, Scotland, International Economics

How can Billy help?

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Billy works in our Danville office in California, see their office information here.
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Financial Tip

“Don’t chase money. If you devote yourself to excellence, money will chase you.”