Julie Chan-O’Rourke, CFP®

California State Icon Redwood Shores, California
Wealth Advisor
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About Julie

Julie Chan-O’Rourke brought nearly 20 years of financial industry experience to EP Wealth Advisors when she joined the firm in 2022. Julie’s prior responsibilities included management roles at U.S. Bank, City National Bank and Bank of America. She finds joy in helping her clients achieve their financial goals by providing education and guidance, and being a partner through their journey. Her most fundamental advice to them is to expect the best, but plan for the worst. Born and raised in San Francisco, Julie started her career as a bank teller right out of high school and earned her MBA as well her CERTIFIED FINANCIAL PLANNER™ professional designation as she developed her experience in wealth management and private banking. Beyond the world of finance, she enjoys traveling, trying new cuisine and restaurants, cooking, and being out in nature while hiking or camping. Julie is delighted to share those experiences with her husband and Dexter, her 6-pound Papillon dog.

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Golden Gate University, MBA, concentration in Finance

How can Julie help?


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Julie works in our Redwood Shores office in California, see their office information here.
Redwood Shores Office