Ryan Ignacio

CFA® CFP®

Senior Vice President

EP Wealth Advisors


Redwood City, CA
Anywhere / Virtual Meetings
Ryan Ignacio
  • https://www.facebook.com/epwealthadvisors/
  • https://www.linkedin.com/in/ryanpatrickignacio/
  • https://www.youtube.com/channel/UC71LDkJ6K8M_uEP-jLR9i1A/videos
  • https://www.epwealth.com/blog

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Contact Me

Send Ryan a Message

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.

  • As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

  • Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.

  • Taking new clients with a $500,000 investment minimum.

  • WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Ryan Ignacio

As Vice President at EP Wealth Advisors®, Ryan Ignacio provides comprehensive financial planning and investment management to help clients reach their goals and enjoy the life they envision. Having more than 20 years of experience in the industry, he thrives on drawing on his expertise to educate clients about their financial choices and seeing firsthand the positive impact he can have on their lives. Ryan studied biochemistry at UC Davis, but an interest in the financial markets in his junior year ignited his passion for personal finance and investing. His experience since then has included stints as a Portfolio Manager at Mellon Capital (BNY Mellon), where he managed complex portfolios for institutional clients, and at a local Registered Investment Advisor (RIA) firm in the Silicon Valley, where he helped meet the planning and investment needs of high-net-worth individuals. He holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER® professional. He is a member of the CFA Society of San Francisco and the CFA Institute. Ryan was born and raised in San Francisco, CA, and is an avid Bay Area sports fan. Today he and his growing family call San Mateo, CA home, enjoying day trips to local wineries and annual vacations to Maui.

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I Can Help You With:

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients:

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

FAQ with Ryan Ignacio

  • Is EP Wealth a fiduciary?
  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

  • Is EP Wealth a fiduciary?

    As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

Ryan Ignacio's Designations and Affiliations

Media Mentions and Industry Involvement

Office Locations

  • 3 Lagoon Drive, Suite 190 - Redwood City, CA 94065

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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