Orange County, California Office

2211 Michelson Drive
Suite 1150
Irvine, CA 92612

Phone: (949) 247-2067

Fax: (949) 247-7016

Meet Our Team

Ryan Serrecchia, CFP®

Regional Director, Partner

Orange County, California

Contact Ryan

Ryan helps clients align their finances, investments, and taxes with their life goals. He serves business owners, professionals, equity-compensated employees, and retirees. As Regional Director for Orange County, he oversees growth and advisor excellence. At EP Wealth, he co-developed the Financial Health Assessment.
Before joining EP Wealth, Ryan held senior advisory and leadership roles at large national financial institutions, where he built experience in wealth management, trading operations, and advisor development. He earned a B.S. in International Business from Johnson & Wales University and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Ryan’s approach is practical, tax-aware, and goal-driven. He simplifies complex choices and builds actionable plans, believing disciplined planning and consistent follow-through create lasting confidence.
Ryan lives in Huntington Beach with his wife, two children, and their Boxers. He enjoys boating, surfing, sports, and cooking.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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