G. Bradley Owen (CFP®)
G. Bradley Owen focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
Brad Owen, CFP®, RLP®, RMA®, is a Senior Vice President and Partner at EP Wealth Advisors. He specializes in retirement planning and working with clients who have complex financial planning needs. Brad attended the University of Notre Dame and began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. He moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “5 year award winner” from 2013-2017. Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat.”
NAPFA Start Date
January 29, 2021
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