Walnut Creek, California
Billy Wee has more than two decades of experience in the financial services industry and considers financial planning to be his life’s work. Billy joined EP Wealth Advisors in 2021 after serving in roles that most recently included 11 years with Homewood Capital Management. Awarded the CERTIFIED FINANCIAL PLANNER™ credential, and a member of the CFP® Board, Billy is inspired by the way good financial decisions can make a significant difference in the overall quality of his clients’ lives and peace of mind. Among his favorite personal insights is, “Don’t chase money. If you devote yourself to excellence, money will chase you.” When he’s not helping clients prepare to meet their goals, Billy likes to leave the office behind and get out into nature with his family.
University of California Los Angeles, B.A., Economics
St. Andrews University, Scotland, International Economics
