Julie Chan-O'Rourke
CFP®, MBA
EP Wealth Advisors
Wealth Advisor
Julie Chan-O'Rourke
CFP®, MBA
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. - Julie Chan-O'Rourke, CFP®, MBA
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Julie Chan-O'Rourke is a Redwood City, 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, Julie Chan-O'Rourke 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
Julie Chan-O’Rourke brought nearly 20 years of financial industry experience to EP Wealth Advisors when she joined the firm in 2022. Julie’s prior responsibilities included management roles at U.S. Bank, City National Bank and Bank of America. She finds joy in helping her clients achieve their financial goals by providing education and guidance, and being a partner through their journey. Her most fundamental advice to them is to expect the best, but plan for the worst. Born and raised in San Francisco, Julie started her career as a bank teller right out of high school and earned her MBA as well her CERTIFIED FINANCIAL PLANNER™ professional designation as she developed her experience in wealth management and private banking. Beyond the world of finance, she enjoys traveling, trying new cuisine and restaurants, cooking, and being out in nature while hiking or camping. Julie is delighted to share those experiences with her husband and Dexter, her 6-pound Papillon dog.
Education
Golden Gate University, MBA, concentration in Finance
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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Julie Chan-O'Rourke 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.
Contact Julie Chan-O'Rourke
Office Locations:
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3 Lagoon Drive
Suite 190
Redwood City, CA 94065
