Ryan Schwartz
CFA®, CFP®
EP Wealth Advisors
Vice President
Ryan Schwartz
CFA®, CFP®
EP Wealth Advisors
Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ryan Schwartz, CFA®, CFP®
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Ryan Schwartz is a Walnut Creek, CA fee-only financial planner. 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 Schwartz 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
Ryan Schwartz entered the world of finance along a rather unorthodox path. In one eventful and enlightening summer, he went from being a Santa Cruz surfer kid to working on Wall Street for a hedge fund. The timing of it all made quite an impact on him. It was the beginning of the Great Recession and Ryan witnessed the consequences of a market crash firsthand. He discovered the importance of preserving capital. Ryan eventually moved from New York back to his native San Francisco Bay Area, where he joined Private Capital Management Associates (PCMA), a Registered Investment Advisor with a client base made up primarily of Silicon Valley tech professionals. Ryan rose quickly within the firm to lead Portfolio Management and Financial Planning. Ryan’s ability to tackle complex financial problems along with his enthusiasm for working with people has made him an effective advisor. In 2013 Ryan earned the Chartered Financial Analyst (CFA) professional designation. He is an active member of the Financial Planning Association of San Francisco. Ryan currently resides in San Francisco with his wife, Kristin. They enjoy many outdoor activities together, including hiking, surfing, and skiing (although Kristin prefers the cabin to the slopes).
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 Schwartz 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 Schwartz is a CFA® charterholder
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 Schwartz is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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EP Wealth - Awards and Recognition
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Free Resources From EP Wealth Advisors
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Ryan Schwartz is Quoted in US News and World Report: "How to Advise Clients on Restricted Stock Units"
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Ryan Schwartz is on the Board of Directors for Upward Scholars - Upward Scholars helps students overcome the financial and academic barriers that limit their success.
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EP Wealth Advisors is Named to Financial Planning Magazine's RIA Leaders 2020: High Touch, High Tech
Contact Ryan Schwartz
Office Locations:
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1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
