Ethan Matkin, CFP®

California State Icon Orange County, California
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
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About Ethan

Ethan Matkin has been involved in financial services for nearly a decade. He joined EP Wealth Advisors in 2021 after holding positions that included 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. 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. 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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Education

University of Southern California, B.A., History

How can Ethan help?

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Ethan works in our Orange County office in California, see their office information here.
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Financial Tip

Write down your goals and build a plan to reach them. Identify milestones and celebrate them along the way.