Rick Bryan Email & Phone Number
Vice President, Advisor, Partner @ EP Wealth Advisors
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Rick Bryan Location
- Seattle, WA, US
Rick Bryan Work
- Vice President, Advisor, Partner @ (May 2019 - Present)
- Senior Financial Advisor, Partner, CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP® @ Conlon Dart Wealth Management (April 2006 - Present)
- Board Chair and Treasurer, Financial Planning Association of Puget Sound @ Financial Planning Association of Puget Sound (January 2013 - December 2014)
- President of the Financial Planning Association of Puget Sound @ Financial Planning Association of Puget Sound (January 2012 - December 2012)
- President-Elect @ Financial Planning Association of Puget Sound (January 2011 - December 2011)
- Treasurer and Secretary @ (January 2008 - December 2010)
- Director of Education @ (January 2006 - December 2007)
- Pension Consultant @ (January 1995 - January 2005)
Rick Bryan Education
- College for Financial Planning
Professional (Financial Planning)
2004-2006 - Western Washington University
B.A. (Business, Finance)
1995
Rick Bryan Skills
- Financial Planning
- Portfolio Management
- Investments
- Sailing
- Strategic Financial Planning
- Accounting
- Retirement Planning
- Investment Advisory
- Asset Allocation
- Finance
- Wealth Management
- Retirement
- Asset Management
- Estate Planning
- Mutual Funds
- Financial Advisory
- Financial Services
- Investment Strategies
- 401k
- Investment Management
- Financial Planners
- Wealth
- Strategic Financial
Rick Bryan Summary
- Rick Bryan, based in Seattle, WA, US, is currently a Vice President, Advisor, Partner at EP Wealth Advisors. Rick Bryan brings experience from previous roles at Conlon Dart Wealth Management and Financial Planning Association of Puget Sound. Rick Bryan holds a 2004 - 2006 Professional in Financial Planning @ College for Financial Planning. With a robust skill set that includes Financial Planning, Portfolio Management, Investments, Sailing, Strategic Financial Planning and more. Rick Bryan has 2 emails and 1 mobile phone numbers on RocketReach.
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