Orchard City Wealth Management, LLC
987 University Avenue
Los Gatos, CA 95032
Phone: (669) 237-3006
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About Ethan Pepper
I am the founder of Orchard City Wealth Management, LLC, a comprehensive, fee-only wealth management firm specializing in working with employees with various forms of equity compensation. I started the firm after years of working for investment advisory firms that focused on helping older generations achieve their financial goals. I grew weary of financial service models that excluded individuals still establishing their wealth because they didn’t meet the minimum assets requirements to become a client. I wanted to help mid-career professionals thrive in their financial lives too. I work with individuals and families who are establishing wealth and want a guide for their financial decisions to help build and protect their money. I also continue to work with ultra-high-net-worth and high-net-worth clients. With over a decade of tax preparation experience, I enjoy discussing tax strategy and planning for real-time savings.
Fee-only. Member of NAPFA, XYPN. My fees are based on complexity (retainer) as well as assets under management.
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