Rick Bryan, a Vice President and Partner at EP Wealth Advisors, brings a wealth of expertise from his former roles as a Senior Financial Advisor, Partner, and CERTIFIED FINANCIAL PLANNER™ Practitioner at Conlon Dart Wealth Management. Bryan studied Business and Finance at Western Washington University and furthered his education in Professional Financial Planning at the College for Financial Planning. He has held key leadership positions such as President, President-Elect, Treasurer, Secretary, and Director of Education at the Financial Planning Association of Puget Sound. Bryan's professional experience includes Pension Consulting at G. Russell Knobel & Associates, where he honed his financial acumen. With these qualifications, Rick Bryan has helped clients make informed financial decisions that last a lifetime.