Ryan Serrecchia is Executive Vice President and Partner at EP Wealth Advisors in Irvine, CA, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. Ryan helps meet the needs of entrepreneurs and family-owned businesses as they strive to grow, protect, and transition their wealth.
At EP Wealth Advisors, our mission is to provide honest, objective financial advice to our clients just like we would to our families. As part of this mission, Invest in What's Important is about uncovering the overlooked but valuable advice that the mainstream media may not spend as much time on. We hope listeners will get an unvarnished look at what financial advisors talk about with their clients.
Reference: Modern Wealth Survey 2019, Charles Schwab. https://www.aboutschwab.com/modernwealth2019
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