Jack Curran
EP Wealth Advisors
Wealth Advisor
Jack Curran
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. - Jack Curran
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Jack Curran is a San Diego, 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, Jack Curran 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
Jack Curran began his career in the financial services industry in 2014 as an intern at Reynders, McVeigh Capital Management, where he learned from analysts, researchers, and portfolio managers on how to implement socially responsible and ESG oriented investment strategies tailored to clients’ individual needs and values. After graduating from the University of Massachusetts, Amherst with a Bachelor of Business Administration in Finance, he went on to join Eaton Vance as a Mutual Fund Services Representative, where he had exposure to investment management operations. Jack then took interest in Eaton Vance’s distribution team and wholesaled products and services to financial advisors as an Internal Consultant, delivering solutions to complex investment planning decisions. Currently, he is enrolled in the Master of Business Administration program with his alma mater, UMass Amherst. Jack also has a love for traveling, spending his college summers in Brazil, India, and a semester abroad in Alicante, Spain. Jack grew up in the Greater Boston area and moved to San Diego in 2021. As a marathoner, he enjoys running, hiking, and is enthusiastic about his newfound hobby, surfing.
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
Contact Jack Curran
Office Locations:
-
3655 Nobel Drive
Suite 200
San Diego, CA 92122
