Walnut Creek, California Office

1333 N California Blvd
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Harry Kirsch

Harry Kirsch, CFA

Senior Wealth Advisor

Walnut Creek, California

  • Harry serves as a financial advisor to all types of clients and families. He was inspired from an early age by watching his mother help families develop their estate plans through her law practice, which she ran until retiring at age 90. Harry joined EP Wealth Advisors in 2023.

  • Before joining EP Wealth, Harry was involved in investment work with Quaker Oats, Bank of America and Marble Capital. Based on his experience, he offers this financial tip: “Think if you would rather eat well or sleep well.”

  • Harry holds a B.S. in Engineering and an MBA in Finance/Quant Methods, both from Northwestern University. He is a Chartered Financial Analyst® (CFA®).

  • Harry has a passion for sports, particularly skiing and tennis. His coaching achievements, notably turning around a struggling Little League team from the worst regular season record to a championship victory, demonstrates his dedication and leadership within the community. Harry enjoys being able to motivate clients beyond the baseball diamond to achieve their financial goals.


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.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...