G. Bradley Owen, CFP®, RLP®, RMA®

Regional Director, Partner

San Diego, California

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Helping clients prepare for retirement with greater confidence is the focus of Brad's practice. He works with individuals and families facing complex planning needs, helping them make informed financial decisions and avoid costly mistakes. As Regional Director, he oversees the San Diego team while continuing to serve clients directly.
Since joining EP Wealth in 2018, Brad has served clients throughout the San Diego region. He earned a B.S. in Management Information Systems from the University of Notre Dame and holds the CERTIFIED FINANCIAL PLANNER™, Registered Life Planner®, and Retirement Management Advisor® designations. His work has been recognized by Forbes, San Diego Magazine, and Five Star Professional.
Financial planning is most effective when it reflects a client's priorities and adapts as life changes. Brad helps clients evaluate trade-offs, simplify complex decisions, and build strategies they can confidently follow over time.
Away from the office, Brad enjoys traveling, mountain biking, coaching, golf, and football. He lives in Encinitas with his wife, Nicki, and their children, McLaren and Cooper, and serves on several nonprofit boards in the San Diego community. Disclosures: https://www.epwealth.com/disclosures/

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Author: Brad Owen Co-author: Anne...