Seattle, Washington Office
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Rick’s responsibilities range from investment research and portfolio monitoring, to helping design financial planning strategies for clients. Rick finds his financial planning career inspiring because it enables him to invest time and energy focusing on the future.
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In 2006, after nine years in the pension consulting and administration field, Rick joined Conlon Dart Wealth Management, which became part of the EP Wealth Advisors family in 2019. He also previously served nine years on the board of directors retiring as Board Chair of the Financial Planning Association of Puget Sound.
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Rick graduated from the University of Western Washington with a B.A degree in Business Administration and a concentration in Finance. He also holds the CERTIFIED FINANCIAL PLANNER™ professional certification.
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Rick lives in Normandy Park with his partner, and often can be found being walked by his Australian terriers, gardening, and sailing the waters of Puget Sound.
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An estimated 3 million LGBTQ+ adults...
Author: Rick Bryan