Rick Bryan Email & Phone Number

Vice President and Partner @ EP Wealth Advisors

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Rick Bryan Location

Seattle, WA, US

Rick Bryan Work

2019 - now Vice President and Partner @ EP Wealth Advisors
2006 - now Senior Financial Advisor, Partner, CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP® @ Conlon Dart Wealth Management
2012 - 2014 Board Chair and Treasurer, Financial Planning Association of Puget Sound @ Financial Planning Association of Puget Sound

2011 - 2012 President of the Financial Planning Association of Puget Sound @ Financial Planning Association of Puget Sound
2010 - 2011 President-Elect @ Financial Planning Association of Puget Sound
2007 - 2010 Treasurer and Secretary @ Financial Planning Association of Puget Sound
2005 - 2007 Director of Education @ Financial Planning Association of Puget Sound
1995 - 2005 Pension Consultant @ G. Russell Knobel & Associates, Inc

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Rick Bryan Education

College for Financial Planning
Professional (Financial Planning)
2004 - 2006
Western Washington University
B.A. (Business, Finance)

Rick Bryan Skills

Financial Planning
Portfolio Management
Investments

Sailing
Strategic Financial Planning
Accounting
Retirement Planning
Investment Advisory
Asset Allocation
Finance

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Rick Bryan Summary

Rick Bryan, based in Seattle, WA, US, is currently a Vice President and 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.

Rick Bryan Emails

Found 2 emails

Rick Bryan Phone Numbers

Found 5 phone numbers

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Others Named Rick Bryan

Rick Bryan

Superintendent at Bluestone Construction LLC

St. Peters, MO, US
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Rick Bryan

Retired at Bryan Equipment Sales, Inc

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