Ethan Pepper (CFP®, EA, RLP)

Ethan Pepper focuses in the
following client markets or areas of practice:

  • AUM
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

I am the founder of Orchard City Wealth Management, LLC, a comprehensive, fee-only wealth management firm, specializing in working with families and busy professionals, who often have tax planning concerns around various forms of equity compensation, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships, not products tied to incentives. As a fiduciary, I sit on the same side of the table as my clients.

Additional Information

Member and Past President of the Financial Planning Association of Silicon Valley.

NAPFA Start Date

February 28, 2018


This Office

1314 Lincoln Avenue Suite 2B San Jose, CA 95125 Phone: (669) 237-3006