G. Bradley  Owen,  CFP<sup>&reg;</sup> - Financial Advisor

G. Bradley Owen, CFP®

RLP®, RMA®,

Financial Life Planner

EP Wealth Advisors

5151 Shoreham Pl, Ste 270
San Diego, CA 92122
FINANCIAL ADVISOR'S WEBSITE
(858) 622-9009

General

G. Bradley Owen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Our firm specializes in what we call "Financial Life Planning."    Financial Life Planning includes all of the facets of traditional financial planning but includes a special focus on life coaching and goal planning on the front end, and throughout, the planning the process. 
 
The majority of our clients are busy,  successful business owners, corporate executives or other professionals who are looking for a team of highly specialized professionals to handle their financial affairs with a personalized level of exceptional service.  
 
 

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Financial Advisor Experience

I've been in financial services for 15 years.  I've spent the last 9 years concentrating on personal financial and retirement planning for small business owners, corporate executives, attorneys and doctors.  Beyond the CFP®, I am also a Registered Life Planner (http://www.kinderinstitute.com/) and Retirement Management Analyst (http://riia-usa.org/). 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RLP, RMA

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Identity Theft, Life Planning, Retirement, Sudden Wealth

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Helpful Financial Planning Resources