Rick Bryan's Location
Seattle, WA, US
Rick Bryan's Work
- Vice President and Partner @ EP Wealth Advisors
- Senior Financial Advisor, Partner, CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP® @ Conlon Dart Wealth Management
- Board Chair and Treasurer, Financial Planning Association of Puget Sound @ Financial Planning Association (FPA)
- President of the Financial Planning Association of Puget Sound @ Financial Planning Association (FPA)
- President-Elect @ Financial Planning Association (FPA)
- Treasurer and Secretary @ Financial Planning Association (FPA)
- Director of Education @ Financial Planning Association (FPA)
- Pension Consultant @ G. Russell Knobel & Associates, Inc
Rick Bryan's Education
- Western Washington University
B.A. (Business, Finance)
- College for Financial Planning
Professional (Financial Planning)
2004 - 2006
Rick Bryan's Skills
- Financial Planning
- Portfolio Management
- Investments
- Sailing
- Strategic Financial Planning
- Accounting
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Finance
Rick Bryan's Summary
Rick Bryan, based in Seattle, WA, US, is currently a Vice President and Partner at EP Wealth Advisors, bringing experience from previous roles at Conlon Dart Wealth Management and Financial Planning Association of Puget Sound. Rick Bryan holds a B.A. in Business, Finance @ Western Washington University. With a robust skill set that includes Financial Planning, Portfolio Management, Investments, Sailing, Strategic Financial Planning and more, Rick Bryan contributes valuable insights to the industry. Rick Bryan has 2 emails on RocketReach.
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