Jack Curran, CFP®

Vice President, Advisor

San Diego, California

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Jack is a Vice President, Advisor with EP Wealth Advisors, helping clients make thoughtful financial decisions across investments, retirement, taxes, estate planning, and business and executive compensation matters. He works with clients to develop strategies and solutions that fit their goals and long-term plans.
He began his career at Reynders, McVeigh Capital Management, focusing on financial planning, and later worked with Eaton Vance, Parametric, and Morgan Stanley Investment Management, supporting advisors in implementing investment solutions for their clients. This mix of planning and investment experience shapes how he approaches each client’s financial picture today.
Jack enjoys traveling, spending time outdoors, and staying active with friends and family. Originally from the Massachusetts, he moved to San Diego in 2021. Jack is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Bachelor of Business Administration in Finance from the University of Massachusetts, Amherst, and is currently pursuing an MBA at UMass Amherst. Disclosures: https://www.epwealth.com/disclosures/