Orange County, California

Ryan Serrecchia

CFP®

Executive Vice President /Partner

Education &
Certifications

Certified Financial Planner®

Johnson & Wales University

Financial Tip

Start early. The sooner you start investing and developing a plan for your future the greater the likelihood of success. When you begin investing early and have a clear plan in place, it becomes much easier to stay the course through adverse times and therefore much easier to achieve your goals.

Why did Ryan Become a Financial Advisor?

Growing up, I was deeply involved in the family restaurant, where I developed a love for business, finance and helping people. Financial advice blended all those things. I’m grateful to do work I am passionate about and help people along the way!

About Ryan

Ryan Serrecchia is the Executive Vice President and Partner at EP Wealth Advisors, where his objective is to be responsible for helping his clients align their finances, investments, and taxes with their life goals. He has a specialty helping small business owners as well as lawyers, doctors, executives and employees of publicly traded companies, real estate investors, divorcees, widows, and retirees. He is also the Regional Director of the Orange County Region responsible for overseeing all aspects the Orange County of the region’s growth and advancement, and he was formerly head of advisors from 2018 to 2020, where he co-developed advisor best practices for all EP Wealth advisors which included the Financial Health Assessment as well as the helping develop the EP Way for managing client relationships. The Los Angeles Business Journal has awarded Ryan as one it’s the Most Influential Wealth Manager in 2018, 2019, and 2020. He has provided financial advisory and retirement planning commentary in Investor’s Business Daily, Financial Advisor Magazine, and Yahoo! Finance. He holds a CERTIFIED FINANCIAL PLANNER™ designation and a National Association of Personal Financial Advisors (NAPFA) membership. Prior to joining EP Wealth Advisors, Ryan worked with TD Ameritrade as an Investment Consultant, where, in 2007, he was recognized as the number one representative in the country in offering Wealth Management Services to their clients. Ryan started in the Financial Services industry in 1999, where he eventually held an executive management position at Datek Online Financial Services, managing the Trading Services and Operational Departments. Ryan graduated in 1998 from Johnson + Wales University in Providence, Rhode Island with a degree in International Business. Ryan resides in Huntington Beach with his wife, two kids, and their Boxers. He enjoys boating, surfing, playing sports, and cooking.

Financial Advisor Industry Affiliations:

National Association of Personal Financial Advisors
Fee-Only Network
Letsmakeaplan.org
CFP® Board
Barron’s Advisor Directory

Wealth Management Team: