Walnut Creek, California Office

1333 N California Blvd
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Billy Wee

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.

  • Billy has a home in Lake Tahoe where he enjoys spending time and serving clients in the surrounding area

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Mediation during divorce is one way to...

Life insurance can be one of the most...

During divorce, your date of separation...