Rlp Brad Owen has been a Senior Vice President and Senior Wealth Advisor at Ep Wealth Advisors since 2018. Moreover, the professional has on-the-job experience at more than three companies using similar skills. Rlp has a total work experience of six+ years. Rlp Brad Owen studied at the University of Notre Dame from 1995 to 1999. This expert has the following certificates: License 109544, Certified Financial Planner, and Cfp Board, License 109544. Nowadays this person lives in San Diego, California region. You can find this professional's current email address and number through our search.
Name variants:
Rlp Owen
Last updated Sep 21, 2024
Contact Information
Workplace
Senior Vice President and Senior Wealth Advisor
Torrance, CA
Industry
Investment Management, Wealth Management, Investment Advisory Service
Colleagues
Work History
Senior Vice President and Senior Wealth Advisor
21515 Hawthorne Blvd SUITE 1200, Torrance, CA 90503
At EP, I help successful small business owners, corporate executives and other professionals make good financial decisions. We work with our clients to ensure they have a solid financial fou...
from Jun 2018
Financial Life Advisor, Cfpã Â , Rlpã Â , Rmaã Â
5151 Shoreham Pl SUITE 270, San Diego, CA 92122
Beyond managing client relationships and delivering financial advice catered to each clients' individual needs, I am also responsible for developing and delivering the financial planning pro...
from May 2006
Regional Director
1 Freedom Valley Dr, Oaks, PA
Served as a Regional Director responsible for implenting fee-based asset management programs in banks across the country. Worked with individual financial advisors to help them understand ho...
Aug 1999 — Aug 2005
Education
1995 — 1999
Occupations
Executive
Senior Vice President
Advisor
Accountant
Finance and Accounting Specialist
Financial Broker
Certified Financial Planner
Health Specialist
Registered Medical Assistant
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Puchasing and Estimating Manager
Financial Manager
Medical Support Assistant
Healthcare Support
Skills
Wealth Management
Asset Allocation
Investments
Asset Managment
Retirement Planning
Mutual Funds
Strategic Financial Planning
Investment Advisory
Portfolio Management
Retirement
Estate Planning
Investment Strategies
Investment Management
Financial Advisory
Alternative Investments
Financial Planners
Financial Analysis
Securities
Retirement Savings
FAQs about Rlp Brad Owen
What is the main profession of Rlp Brad Owen?
This professional's job is Senior Vice President and Senior Wealth Advisor
What jobs is Rlp a professional at?
Rlp is a professional such jobs as Executive and Senior Vice President.
Where is Rlp Brad Owen located?
Rlp Brad Owen is currently located in San Diego, California.
What is Rlp Brad Owen's email?
The expert's email is br**@yahoo.com.
How many companies did Rlp Brad Owen work at?
Rlp Brad Owen worked at three jobs.
What education does Rlp Brad Owen have?
Rlp studied at the University of Notre Dame from 1995 to 1999.
What are the certifications of Rlp Brad Owen?
This professional received the following certifications: License 109544, Certified Financial Planner, and Cfp Board, License 109544.
Are there any special industries, that Rlp Brad Owen works in?
Rlp works in Financial Services industry.