Rich Donnelly

CIMA®, RLP

EP Wealth Advisors

Regional Director

Rich Donnelly

CIMA®, RLP

EP Wealth Advisors

Regional Director

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rich Donnelly, CIMA®, RLP

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Rich Donnelly is a San Diego, CA fee-only financial planner. EP Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rich Donnelly is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Rich Donnelly founded his own wealth management firm, Donnelly Wealth Advisors, Inc., in 1997, and united it with EP Wealth Advisors in 2018. Starting his financial services career in 1981 with one of the largest national firms, Rich has always shared EP Wealth’s belief that wealth should be aligned in such a way that it enables your life, not the other way around. This inspires an approach based not on a single, rigid, financial solution, but on a vital process in which your wealth is always at the service of your life. Rich was born in Pittsburgh, PA, and moved to San Diego in 1973. He has been an active member of the Investment Management Consultants Association (IMCA) since 1995. Rich was one of the first in the nation to receive the Certified 401(k) Specialist designation and is a member of the Financial Planning Association (FPA). Rich received the Certified Investment Management Analyst (CIMA) designation in 2006.” He enjoys spending his free time playing golf, bicycling, hiking, and traveling, and is on the board of Tender Loving Canine Assistance Dogs (TLCAD), a group that trains dogs to assist wounded warriors and autistic children. Rich lives in La Jolla with his wife, Joscylen, and son, Brian.

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

  • CIMA - Certified Investment Management Analyst
    Rich Donnelly is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

  • Kinder Institute
    Rich Donnelly Has Received Training at the The Kinder Institute of Life Planning

    The 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 Rich Donnelly

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Office Locations:

  • 5151 Shoreham Place
    Suite 270
    San Diego, CA 92122
  • 18301 Von Karman Ave.
    Suite 410
    Irvine, CA 92612

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