Ryan Serrecchia (CFP®)

Additional Information

About Ryan Serrecchia

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.