Jack Curran, CFP®

Vice President, Advisor

San Diego, California

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Jack began his career in financial planning before supporting advisors with investment implementation at national firms. That experience provides a broad perspective on how planning and investment decisions work together. He earned a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst and is currently pursuing an MBA there. Jack holds the CERTIFIED FINANCIAL PLANNER™ designation.
Every financial decision influences the bigger picture. Taking a thoughtful, collaborative approach, Jack helps clients evaluate options, understand trade-offs, and build coordinated strategies that support their long-term goals.
Originally from Massachusetts, Jack relocated to San Diego in 2021. Outside the office, he enjoys traveling, spending time outdoors, and staying active with family and friends. Disclosures: https://www.epwealth.com/disclosures/