Brad Owen
CFP®, RLP®, RMA®
EP Wealth Advisors
Senior Wealth Advisor, Senior Vice President
Brad Owen
CFP®, RLP®, RMA®
EP Wealth Advisors
Senior Wealth Advisor, Senior Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brad Owen, CFP®, RLP®, RMA®
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Brad Owen is a Senior Wealth Advisor and Senior Vice President at EP Wealth Advisors, located in San Diego, CA.
Brad’s path to EP Wealth Advisors began at SEI Investments in Philadelphia. After seven years of helping bank financial advisors serve their clients, Brad joined the Donnelly Wealth Advisors team in 2006 to help individuals successfully plan for their financial futures Brad specializes in working with successful, mid-career professionals who often don’t have the time or inclination to manage their personal finances. Brad attended the University of Notre Dame, where he remains an active member of the Notre Dame Club of San Diego Alumni. In 2007 he was named Alumni of the year, and in 2008 he was honored with the Dale Carnegie Highest Award for Achievement. Brad was chosen as Rotarian of the Quarter in 2006. In his spare time Brad enjoys traveling to unique destinations across the globe, participating in triathlons, mountain biking, coaching, and golfing. He is also an avid college and pro football fan.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brad Owen is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brad Owen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brad Owen is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brad Owen Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Contact Brad Owen
Office Locations:
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5151 Shoreham Place
Suite 270
San Diego, CA 92122 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612
