Ryan Ignacio
CFA®, CFP®
EP Wealth Advisors
Senior Vice President
Ryan Ignacio
CFA®, CFP®
EP Wealth Advisors
Senior Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ryan Ignacio, CFA®, CFP®
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Ryan Ignacio 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, Ryan Ignacio 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
As Vice President at EP Wealth Advisors®, Ryan Ignacio provides comprehensive financial planning and investment management to help clients reach their goals and enjoy the life they envision. Having more than 20 years of experience in the industry, he thrives on drawing on his expertise to educate clients about their financial choices and seeing firsthand the positive impact he can have on their lives. Ryan studied biochemistry at UC Davis, but an interest in the financial markets in his junior year ignited his passion for personal finance and investing. His experience since then has included stints as a Portfolio Manager at Mellon Capital (BNY Mellon), where he managed complex portfolios for institutional clients, and at a local Registered Investment Advisor (RIA) firm in the Silicon Valley, where he helped meet the planning and investment needs of high-net-worth individuals. He holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the CFA Society of San Francisco and the CFA Institute. Ryan was born and raised in San Francisco, CA, and is an avid Bay Area sports fan. Today he and his growing family call San Mateo, CA home, enjoying day trips to local wineries and annual vacations to Maui.
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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Ryan Ignacio 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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Ryan Ignacio is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Ryan Ignacio is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Ryan Ignacio
Office Locations:
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3 Lagoon Drive
Suite 190
Redwood City, CA 94065
