Billy Wee, CFP®
Senior Wealth Advisor
Walnut Creek, California
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.”
Billy joined EP Wealth Advisors in 2021 after serving in roles that most recently included 11 years with Homewood Capital Management.
Billy graduated from the University of California Los Angeles, earning a B.A. in Economics, and St. Andrews University, Scotland, earning a degree in International Economics. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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.
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