San Mateo, California
Financial Planning Associate
University of California Davis, B.S. in Managerial Economics
As a Financial Planning Associate, Ryan supports our wealth advisors in building financial plans. Ryan graduated from UC Davis with a Bachelor of Science in managerial economics and a minor in technology. It was in college that he found his inspiration for a career in finance—first in taking a financial training program and then leading it. Now, at EP Wealth, he loves piecing together the puzzle of how each client can reach their financial goals based on their specific circumstances. In his free time, the San Francisco resident is passionate about music. He plays seven different instruments and loves expressing himself through various genres of music. He also loves cooking, with his favorite dish being Japanese chicken katsu. Outdoors, you can often find him running at Golden Gate Park.
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Unemployment Rates, Biden’s Infrastructure Bill, and Increasing Tax Rates | Market Update March 29, 2021