Lafayette, California

Gretchen Caldwell

Wealth Advisor
Education &
Certifications

University of Nebraska, B.A., Economics

About Gretchen
As an Advisor at EP Wealth Gretchen focuses on helping people navigate financial transitions in their life including retirement, career changes, divorce and the death of a partner or spouse. She has her series 65 license, a certificate in Financial Planning from Santa Clara University and has passed the CERTIFIED FINANCIAL PLANNER™ exam. Prior to joining EP Wealth Advisors, Gretchen ran her own RIA, Pure Planning LLC, that provided financial planning services to Bay Area families. Gretchen received a BA in Economics from the University of Nebraska, where she was a 4 year starter on the women’s golf team. After college Gretchen spent 15 years in software sales and sales recruiting. She worked at several Bay Area start-ups including Ramp Networks, Interwoven and Savvius. Gretchen lives in Danville with her husband, Harrison, and son, Trey, and their two dogs. In her free time Gretchen enjoys reading, baking and spending time with her extended family.
Gretchen's Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Lynn Ballou

Regional Director
CFP®

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Meredith Beazley

Client Services Coordinator

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Monica van Eck

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Sid Ean

Senior Portfolio Manager
M.Sc.
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