Billy Chedester, CFP®

Financial Planning Associate

Orange County, California

Billy partners with individuals and families in Orange County and beyond to help them align their finances with their goals and make confident long-term decisions. His focus areas include retirement income modeling, portfolio management, risk mitigation, and coordinated tax and estate planning.
Billy joined EP Wealth full-time in 2022 after completing a prior internship with the firm and gaining additional experience in financial planning. Earlier in his career, he worked in digital marketing, helping build an online financial dictionary designed to compete with leading industry resources. He studied financial planning and biblical studies at Biola University, where he led student finance organizations and coached peers on personal finance. Billy is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 65 license.
Billy believes clients deserve clear, objective guidance that brings order to the often-overwhelming details of their financial lives. By listening closely, evaluating each client’s financial picture, and modeling future scenarios, he helps them understand trade-offs and choose strategies that reflect their priorities. His goal is to give clients clarity and confidence so they can be intentional with their goals and generous with their resources.
Billy volunteers with Southlands Santa Ana, where he helps support church operations and youth programs. He enjoys beach volleyball, soccer, running, exploring local coffee shops, and planning his next travel adventure.