G. Bradley Owen

San Diego, California

G. Bradley Owen

Senior Wealth Advisor, Senior Vice President
Education &

Certified Financial Planner®, Registered Life Planner®, Retirement Management Advisor®

University of Notre Dame, B.S., MIS

Financial Tip

Great investment management can be undone in a hurry with poor financial planning.

About Bradley
Brad’s path to EP Wealth Advisors began at SEI Investments in Philadelphia. After seven years of helping bank financial advisors serve their clients, Brad joined the Donnelly Wealth Advisors team in 2006 to help individuals successfully plan for their financial futures Brad specializes in working with successful, mid-career professionals who often don’t have the time or inclination to manage their personal finances. Brad attended the University of Notre Dame, where he remains an active member of the Notre Dame Club of San Diego Alumni. In 2007 he was named Alumni of the year, and in 2008 he was honored with the Dale Carnegie Highest Award for Achievement. Brad was chosen as Rotarian of the Quarter in 2006.In his spare time Brad enjoys traveling to unique destinations across the globe, participating in triathlons, mountain biking, coaching, and golfing. He is also an avid college and pro football fan.
Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support
Lucas Karasch

Lucas Karasch

Wealth Advisor

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Trevin O'Cain

Client Service Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Mike Ramirez

Financial Planner

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Geniffer Takacs

Portfolio Manager