Ryan Serrecchia
CFP®
EP Wealth Advisors
Executive Vice President, Partner
Ryan Serrecchia
CFP®
EP Wealth Advisors
Executive Vice President, Partner
Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Ryan Serrecchia, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Why Did Ryan Become a Financial Advisor?
"Growing up, I was deeply involved in the family restaurant, where I developed a love for business, finance and helping people. Financial advice blended all those things. I’m grateful to do work I am passionate about and help people along the way!"
Ryan Serrecchia is the Executive Vice President and Partner at EP Wealth Advisors, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. He has a specialty helping small business owners as well as lawyers, doctors, executives and employees of publicly traded companies, real estate investors, divorcees, widows, and retirees. He is also responsible for the Orange County region, and he was formerly the head of advisors from 2018 to 2020, where he co-developed advisor best practices for the Financial Health Assessment as well as the EP Way for managing client relationships.
The Los Angeles Business Journal has awarded Ryan the Most Influential Wealth Manager in 2018 and 2019. He has provided financial advisory and retirement planning commentary in Investor’s Business Daily, Financial Advisor Magazine, and Yahoo! Finance. He holds a CERTIFIED FINANCIAL PLANNER™ designation and a National Association of Personal Financial Advisors (NAPFA) membership.
Prior to joining EP Wealth Advisors, Ryan worked with TD Ameritrade as an Investment Consultant, where, in 2007, he was recognized as the number one representative in the country in offering Wealth Management Services to their clients. Ryan started in the Financial Services industry in 1999, where he eventually held an executive management position at Datek Online Financial Services, managing the Trading Services and Operational Departments. Ryan graduated in 1998 from Johnson + Wales University in Providence, Rhode Island with a degree in International Business.
Ryan resides in Huntington Beach with his wife, two kids, and their Boxers. He enjoys boating, surfing, playing sports, and cooking.
Ryan Serrecchia is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
Working Together
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
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Ryan Serrecchia is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ryan Serrecchia 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 Serrecchia is Quoted on Barrons: "How Advisors Helped Small Business Owners Survive and Thrive Amid Covid"
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Ryan Serrecchia is Quoted on TheStreet.com: "From Accumulation to Distribution: How to Handle This Essential Transition in Your Financial Plan"
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Ryan Serrecchia is Quoted in US News and World Report: "How to Be a Successful Financial Advisor For Your Target Clients"
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Ryan Serrecchia is Quoted in Financial Advisor Magazine: "Solving The Mystery Tax Increase"
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Ryan Serrecchia is Noted as One of Los Angeles Business Journal's Leaders of Influence in Wealth Management
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EP Wealth - Awards and Recognition
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Ryan Serrecchia is Quoted in Investor's Business Daily
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Ryan Serrecchia is Quoted in US News and World Report
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Ryan Serrecchia is Quoted in Financial Advisor Magazine
Contact Ryan Serrecchia
Office Locations:
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18301 Von Karman Ave.
Suite 410
Irvine, CA 92612 -
21515 Hawthorne Blvd
Suite 1200
Torrance, CA 90503 -
5151 Shoreham Place
Suite 270
San Diego, CA 92122 -
11400 W. Olympic Blvd.
Suite 170
Los Angeles, CA 90064 -
8081 Shaffer Parkway
Suite 4
Littleton, CO 80127 -
250 Lafayette Circle
Suite 203
Lafayette, CA 94549 -
27441 Tourney Rd
#260
Valencia, CA 91355
