Rick Bryan, Cfp®
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Rick Bryan, Cfp® Email & Phone Number

Vice President/Partner at EP Wealth Advisors at EP Wealth Advisors
Location: Seattle, Washington, United States 8 work roles 2 schools
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@epwealth.com
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Current company
EP Wealth Advisors
Role
Vice President/Partner at EP Wealth Advisors
Location
Seattle, Washington, United States
Company size
138 employees

Who is Rick Bryan, Cfp®? Overview

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Quick answer

Rick Bryan, Cfp® is listed as Vice President/Partner at EP Wealth Advisors at EP Wealth Advisors, a company with 138 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Rick Bryan, Cfp®.

Rick Bryan, Cfp® previously worked as Vice President/Partner at Ep Wealth Advisors and Senior Financial Advisor, Partner, CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP® at Conlon Dart Wealth Management. Rick Bryan, Cfp® holds B.A., Business, Finance from Western Washington University.

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Email format at EP Wealth Advisors

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*@epwealth.com
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Profile bio

About Rick Bryan, Cfp®

Rick Bryan, Cfp® is a Vice President/Partner at EP Wealth Advisors at EP Wealth Advisors. He possess expertise in financial planning, portfolio management, investments, sailing, strategic financial planning and 17 more skills.

Listed skills include Financial Planning, Portfolio Management, Investments, Sailing, and 18 others.

Current workplace

Rick Bryan, Cfp®'s current company

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EP Wealth Advisors
Ep Wealth Advisors
Vice President/Partner at EP Wealth Advisors
torrance, california, united states
Website
epwealth.com
Employees
138
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8 roles · 31 years

Rick Bryan, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President/Partner

Current
Ep Wealth Advisors

Greater Seattle Area

May 2019 - Present

Senior Financial Advisor, Partner, Certified Financial Planner™ Practitioner, Cfp®

Current
Conlon Dart Wealth Management

Greater Seattle Area

Mr. Bryan, CERTIFIED FINANCIAL PLANNER™, plays a key role in Conlon Dart's investment research and portfolio monitoring effort, and also helps design financial planning strategies for our clients. Mr. Bryan joined Conlon Dart in 2006 after nine years in the pension consulting and administration field, working with corporate clients across the Puget Sound.

Apr 2006 - Present

Board Chair & Treasurer, Financial Planning Association Of Puget Sound

Financial Planning Association Of Puget Sound

Seattle

Jan 2013 - Dec 2014

President Of The Financial Planning Association Of Puget Sound

Financial Planning Association Of Puget Sound

Puget Sound, Washington State

Jan 2012 - Dec 2012

President-Elect

Financial Planning Association Of Puget Sound

FPA of Puget Sound Leadership: Recruit new committee members, recruit new Board leadership, chapter strategic and tactical planning, macro event oversight, chapter administrator oversight, and develop, implement, and drive new Board procedures.

Jan 2011 - Dec 2011

Treasurer & Secretary

Financial Planning Association Of Puget Sound

Assist the director in preparing an annual operating budget for board approval; Assist committees with budget responsibilities; Present up-to-date financial statements at each board meeting; Report periodically on relevant trends and applicable budget analysis to board members to help ensure budget compliance; Work with staff to ensure sufficient internal.

Jan 2008 - Dec 2010

Director Of Education

Financial Planning Association Of Puget Sound

Develops and plans the programs to be presented at chapter meetings. Obtains the speakers for chapter meetings as well as special functions. Speaker's Topic need to be timely and relevant. Must balance need to provide CE with valuable educational content that may not provide CE. Submit Speaker, Topic and Bio to the Executive Director at least 2 months.

Jan 2006 - Dec 2007

Pension Consultant

G. Russell Knobel & Associates, Inc

Qualified plan consulting, administration & trust accounting, and daily valuation conversions and administration.

1995 - 2005 ~10 yrs
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

WH Watts Ha Watts Ha Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → BM Brian Mulvey Brian Mulvey Colleague at Ep Wealth Advisors Westwood, Massachusetts, United States, United States View → CZ Clay Zachry Clay Zachry Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → SD Stephen Dart Stephen Dart Colleague at Ep Wealth Advisors Seattle, Washington, United States, United States View → AC Ana Cristina González García Ana Cristina González García Colleague at Ep Wealth Advisors Redondo Beach, California, United States, United States View → MC Megan Carden, Cfp® Megan Carden, Cfp® Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → CO Chad O'Neill Chad O'Neill Colleague at Ep Wealth Advisors Greater Seattle Area, United States View → JF Jennifer Forsyth Jennifer Forsyth Colleague at Ep Wealth Advisors Westwood, Massachusetts, United States, United States View → AW Austin Warren, Mba Austin Warren, Mba Colleague at Ep Wealth Advisors Charlotte, North Carolina, United States, United States View → CH Cristin H. Rigg, Cfp®, Cdfa Cristin H. Rigg, Cfp®, Cdfa Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View →
2 education records

Rick Bryan, Cfp® education

FAQ

Frequently asked questions about Rick Bryan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Rick Bryan, Cfp® work for?

Rick Bryan, Cfp® works for EP Wealth Advisors.

What is Rick Bryan, Cfp®'s role at EP Wealth Advisors?

Rick Bryan, Cfp® is listed as Vice President/Partner at EP Wealth Advisors at EP Wealth Advisors.

What is Rick Bryan, Cfp®'s email address?

AeroLeads has found 1 work email signal at @epwealth.com for Rick Bryan, Cfp® at EP Wealth Advisors.

Where is Rick Bryan, Cfp® based?

Rick Bryan, Cfp® is based in Seattle, Washington, United States while working with EP Wealth Advisors.

What companies has Rick Bryan, Cfp® worked for?

Rick Bryan, Cfp® has worked for Ep Wealth Advisors, Conlon Dart Wealth Management, Financial Planning Association Of Puget Sound, and G. Russell Knobel & Associates, Inc.

Who are Rick Bryan, Cfp®'s colleagues at EP Wealth Advisors?

Rick Bryan, Cfp®'s colleagues at EP Wealth Advisors include Watts Ha, Brian Mulvey, Clay Zachry, Stephen Dart, and Ana Cristina González García.

How can I contact Rick Bryan, Cfp®?

You can use AeroLeads to view verified contact signals for Rick Bryan, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Rick Bryan, Cfp® attend?

Rick Bryan, Cfp® holds B.A., Business, Finance from Western Washington University.

What skills is Rick Bryan, Cfp® known for?

Rick Bryan, Cfp® is listed with skills including Financial Planning, Portfolio Management, Investments, Sailing, Strategic Financial Planning, Accounting, Retirement Planning, and Investment Advisory.

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