Brad Owen Email
Senior Vice President/Partner @ EP Wealth Advisors
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Brad Owen Location
- San Diego, CA, US
Brad Owen Work
- Senior Vice President/Partner @ (May 2018 - Present)
- Senior Vice President and Senior Wealth Advisor @ (June 2018 - Present)
- Senior Vice President and Partner @ (May 2018 - Present)
- Financial Life Advisor, Cfpâ , Rlpâ , Rmaâ @ (May 2006 - May 2018)
- Regional Director @ (August 1999 - August 2005)
Brad Owen Education
- University of Notre Dame
Master of International Studies
1995-1999
Brad Owen Skills
- Alternative Investments
- Asset Allocation
- Asset Managment
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Planners
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Retirement Savings
- Securities
- Strategic Financial Planning
- Wealth Management
Brad Owen Summary
- Brad Owen, based in San Diego, CA, US, is currently a Senior Vice President/Partner at EP Wealth Advisors. Brad Owen brings experience from previous roles at CFP Board, Ep Wealth Advisors and Donnelly Wealth Advisors, Inc. Brad Owen holds a 1995 - 1999 Master of International Studies @ University of Notre Dame. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Managment, Estate Planning, Financial Advisory and more. Brad Owen has 2 emails on RocketReach.
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