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Ryan Patrick Ignacio

Ep Wealth Advisors

Torrance, CA

Redwood City, CA

CRD 4145213

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Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-11
OR RA APPROVED 2024-11-11
WA RA APPROVED 2021-02-10
  • CA RA
    APPROVED
    Since 2024-11-11
  • OR RA
    APPROVED
    Since 2024-11-11
  • WA RA
    APPROVED
    Since 2021-02-10

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

3 Lagoon Drive Suite 190, Redwood City, CA 94065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newfocus Financial Group, Llc San Mateo CA 05/2016 01/2021
Ep Wealth Advisors Redwood City CA 01/2021 02/2026
Ep Wealth Advisors, Llc Redwood City CA 02/2026 Present
  • 05/2016 → 01/2021
    Newfocus Financial Group, Llc
    San Mateo, CA
  • 01/2021 → 02/2026
    Ep Wealth Advisors
    Redwood City, CA
  • 02/2026 → Present
    Ep Wealth Advisors, Llc
    Redwood City, CA
Previous Registrations
  • 2016-06-22 → 2021-02-23
    Newfocus Financial Group, Llc
    San Mateo, CA
    Vancouver, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-07
  • S63 Uniform Securities Agent State Law Examination
    2000-04-07
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

More in Torrance, CA

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