Orange County, California Office
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Ethan’s experience includes insurance, investments and financial planning. Prior to joining EP Wealth, he was particularly focused on providing financial advice to University of California professors, freeing them to concentrate on their teaching and research. As an accredited CFP® professional, Ethan enjoys combining his experience with the strengths of the EP Wealth team to deliver optimum solutions to clients.
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Previously held positions include Vice President at Alpha Cubed Investments, LLC, Financial Advisor at Capstone Partners Financial and Insurance Services, Wealth Advisor at The Certus Financial Group, and Associate Vice President at Merrill Lynch.
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Ethan recently received his MBA in Financial Planning from California Lutheran University. Additionally, he graduated from University of Southern California, earning a B.A. in History. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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When he’s not working, he likes to spend time with his wife, Alexandra, and their dog Stitch. He enjoys playing soccer, tennis, and golf. He was an avid soccer player until recently sidelined from competition by an injury. Ethan remains in the game as a licensed coach for AYSO Under 8 Boys in Corona Del Mar, where he’s looking forward to his fourth season as head coach.
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