Ethan Matkin
CFP®
EP Wealth Advisors
Wealth Advisor
Ethan Matkin
CFP®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ethan Matkin, CFP®
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Ethan Matkin is an Irvine, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ethan Matkin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Ethan G. Matkin has been involved in financial services for nearly a decade. He joined EP Wealth Advisors in 2021 after holding positions that included Vice President at Alpha Cubed Investments, LLC, Financial Advisor at Capstone Partners Financial and Insurance Services, Wealth Advisor at The Certus Financial Group, and Associate Vice President at Merrill Lynch. Ethan’s experience includes insurance, investments and financial planning. Prior to joining EP Wealth, he was particularly focused on providing financial advice to University of California professors, freeing them to concentrate on their teaching and research. As an accredited CFP® professional, Ethan enjoys combining his experience with the strengths of the EP Wealth team to deliver optimum solutions to clients. When he’s not working, he likes to spend time with his wife, Alexandra, and their dog Stitch. He enjoys playing soccer, tennis, and golf. He was an avid soccer player until recently sidelined from competition by an injury. Ethan remains in the game as a licensed coach for AYSO Under 8 Boys in Corona Del Mar, where he’s looking forward to his fourth season as head coach.
Ethan Matkin is a Member of the National Association of Personal Financial Advisors
The 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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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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Ethan Matkin 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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Ethan Matkin 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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Ethan Matkin holds the Certification in Long-Term Care (CLTC®)The CLTC® (Certification in Long-Term Care) program was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families. The designation has been recognized and supported by The American College, CFP® Board, NAIFA, NAHU and major insurance carriers.
Contact Ethan Matkin
Office Locations:
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18301 Von Karman Ave
Suite 1050
Irvine, CA 92612
