Richard Donnelly
Founder / CEO
EP Wealth Advisors
3655 Nobel Drive
Suite 200
San Diego, CA 92122
United States
Phone: 858-622-9009
Email: rdonnelly@epwealth.com
Website: https://www.epwealth.com
Training: Registered Life Planner® more info
Financial Life Planning for those in transition or desiring to experience a richer and fuller life. All areas including planning, investment, tax, estate, education and multi-generational planning are within our expertise.
About My Practice
EP Wealth Advisors is a fee only RIA headquartered in Torrance, CA with offices in 6 states. The firm was founded in 1999 by two childhood friend who graduated from Torrey Pines High School in San Diego. We provide comprehensive financial advice. Your portfolio is only one piece of your financial puzzle, because many other areas of your financial circumstances will have significant impact on your life.
About Richard Donnelly
Rich graduated from San Diego State University with a degree in Broadcasting and Film. After several successful years in that field he did graduate work in finance at University of San Diego. My personal quest to learn about my finances and create a personal financial plan led me to graduate school. After grad school I worked to establish a firm providing advice and not product sales or packaged solutions. The focus of my work is to provide unbiased advice to help create cogent financial life plans for my clients.
Ideal Clients
Our clients are successful individuals and families who desire unbiased advice designed to meet their individual needs. We create lasting relationships with those who collaborate with us as their lives evolve and change.
RLP ® Since
2000
Industry Start Date
1981
EP Wealth Advisors
3655 Nobel Drive
Suite 200
San Diego, CA 92122
United States
Phone: 858-622-9009
Email: rdonnelly@epwealth.com
Website: https://www.epwealth.com
Training: Registered Life Planner® more info
“Life is what happens while you are busy making other plans” John Lennon
SpecialtiesFinancial Life Planning for those in transition or desiring to experience a richer and fuller life. All areas including planning, investment, tax, estate, education and multi-generational planning are within our expertise.
About My Practice
EP Wealth Advisors is a fee only RIA headquartered in Torrance, CA with offices in 6 states. The firm was founded in 1999 by two childhood friend who graduated from Torrey Pines High School in San Diego. We provide comprehensive financial advice. Your portfolio is only one piece of your financial puzzle, because many other areas of your financial circumstances will have significant impact on your life.
About Richard Donnelly
Rich graduated from San Diego State University with a degree in Broadcasting and Film. After several successful years in that field he did graduate work in finance at University of San Diego. My personal quest to learn about my finances and create a personal financial plan led me to graduate school. After grad school I worked to establish a firm providing advice and not product sales or packaged solutions. The focus of my work is to provide unbiased advice to help create cogent financial life plans for my clients.
Ideal Clients
Our clients are successful individuals and families who desire unbiased advice designed to meet their individual needs. We create lasting relationships with those who collaborate with us as their lives evolve and change.
RLP ® Since
2000
Industry Start Date
1981