Ryan Ignacio, CFA, CFP®

• Ryan leads the Redwood Shores office and provides comprehensive financial planning and investment management. He helps clients evaluate key decisions and align resources with long-term goals. He works closely with individuals and families with complex planning needs.

• With more than 25 years of experience, Ryan brings institutional and private-wealth expertise to his clients. His background includes portfolio management for institutional mandates and advisory work with affluent families in Silicon Valley. He earned a B.S. in Biochemistry from the University of California, Davis. Ryan holds the CFA® and CFP® designations and is a member of the CFA Society of San Francisco.

• Ryan’s approach is disciplined, practical, and focused on clear decision-making. He simplifies complexity into clear options and actionable next steps. He believes consistency and informed decisions support long-term confidence.

• A Bay Area native, Ryan lives in San Mateo with his family and is an avid local sports fan. He starts most days with an early workout and enjoys golf, winery day trips, and family vacations to Maui.

Client Testimonials:

•  "Working with EP Wealth Advisors has truly transformed our approach to retirement planning. Their team is skillfully and gradually converting our equities-heavy portfolio into a balanced retirement portfolio, while employing sophisticated tax strategies that effectively minimized our tax liability. They’re also helping us grow our portfolio at a moderate, conservative pace as we near retirement—prioritizing steady, sustainable growth without unnecessary risk. Julie, Ryan, and Tyler are outstanding professionals: knowledgeable, communicative, and always responsive with regular updates. They execute plans efficiently and on time, providing us with real peace of mind throughout the process. We highly recommend EP Wealth Advisors—especially Julie, Ryan, and Tyler—for anyone seeking expert, family-focused financial planning." (1) - Allan S., Client, 3/8/2026 
  
• “EP Wealth Advisors, specifically Ryan Ignacio and Julie Chan-O'Rourke, have provided me with exceptional service over the years, guiding my investment portfolio as well as my retirement and estate planning. They are responsive to all my questions and always get back to me promptly. We consistently hold 1:1 meeting with clear communication. They have not only met but also exceeded my investment goals, consistently achieving top performance and benchmarks. I am very satisfied with the services I receive from EP Wealth Advisors, led by Ryan and Julie.” (1) - Lisa M., Client, 11/20/2025  

1. The testimonial reflects the client's personal experience with Ryan Ignacio and/or EP Wealth Advisors, LLC (EPWA) and is not representative of the views or the experience of other clients with Ryan Ignacio or EPWA. No compensation was given for this feedback. EPWA encouraged clients to provide an endorsement targeting clients who they felt would provide a positive endorsement.