San Mateo, California
Certified Financial Planner
Certified Private Wealth Advisor
University of San Francisco, B.S. in Business/Finance
While it’s important to start saving and investing early, it’s even more important to start planning holistically for the future.
John Wei has more than 18 years of financial-industry experience. He values being able to help individuals and families from all walks of whether it's through tax planning, estate planning, business planning or pure asset allocation/investing. One of John’s key financial insights is: “While it’s important to start saving and investing early, it’s even more important to start planning holistically for the future.” John joined EP Wealth Advisors in 2021 following roles as Senior Financial Advisor at Summitry and Regional Vice President-San Francisco at Mercer Advisors, as well as earlier positions at TIAA-CREF, Charles Schwab, New England Financial and Ameriprise Financial Services, Inc. Educated at the University of San Francisco, John’s local roots make him attuned to the goals and concerns of Bay Area families. When not thinking financially, John loves to golf, spend time with his family and his dog Bodhi (aka “Bobo”), and travel to Japan as well as Taiwan, where he is from.