Ryan Ignacio, CFA, CFP®

California State Icon San Mateo East, California
Vice President
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™
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About Ryan

As Vice President at EP Wealth Advisors®, Ryan Ignacio provides comprehensive financial planning and investment management to help clients reach their goals and enjoy the life they envision. Having more than 20 years of experience in the industry, he thrives on drawing on his expertise to educate clients about their financial choices and seeing firsthand the positive impact he can have on their lives. Ryan studied biochemistry at UC Davis, but an interest in the financial markets in his junior year ignited his passion for personal finance and investing. His experience since then has included stints as a Portfolio Manager at Mellon Capital (BNY Mellon), where he managed complex portfolios for institutional clients, and at a local Registered Investment Advisor (RIA) firm in the Silicon Valley, where he helped meet the planning and investment needs of high-net-worth individuals. He holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the CFA Society of San Francisco and the CFA Institute. Ryan was born and raised in San Francisco, CA, and is an avid Bay Area sports fan. Today he and his growing family call San Mateo, CA home, enjoying day trips to local wineries and annual vacations to Maui.

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Education

University of California Davis, B.S. in Biochemistry

How can Ryan help?

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Ryan works in our San Mateo East office in California, see their office information here.
San Mateo East Office