Ricardo Gonzalez

Portfolio Manager

Torrance, California

Ricardo Gonzalez is a Portfolio Manager at EP Wealth Advisors. He works closely with advisors and the investment team on trading, asset allocation, portfolio analytics, and investment due diligence. His role helps support thoughtful portfolio management and disciplined investment implementation for clients.
Ricardo brings more than a decade of experience across wealth management, portfolio operations, and fixed income analytics. He has supported high-net-worth clients through portfolio analysis, manager due diligence, performance reporting, and fixed income strategy. Earlier in his career, he developed a strong foundation in valuation oversight, portfolio reporting, and multi-asset investment operations. Ricardo earned a Bachelor of Arts in Economics from UCLA. He is a CFA charterholder and holds the FINRA Series 7 and Series 66 licenses.
Ricardo was drawn to financial services by a genuine desire to help people and build lasting relationships based on trust. He enjoys helping clients understand their investments and make informed decisions through changing markets and life stages. His approach emphasizes careful analysis, steady guidance, and long-term partnership.
Outside of work, Ricardo enjoys staying active through basketball, boxing, running, soccer, volleyball, and hiking. He is also passionate about mentorship and investment education, especially for the next generation of finance professionals. In his free time, he enjoys reading, discovering new artists, exploring new cities and restaurants, and spending time with his wife and son.