Ethan Pepper CFP®, EA

 

Professional

I’m Ethan Pepper, a fee-only, CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent that helps simplify finances for busy professionals.

I started Orchard City Wealth Management, LLC after years of working for traditional advisory firms that focus on helping very high net worth, older generations achieve their financial goals, while excluding younger generations still building their wealth because they didn’t meet the minimum asset level required to become a client.

I am passionate about helping people make informed decisions.  With ten years of tax preparation experience, I particularly enjoy the tax planning side of wealth management, and focus heavily on this service for my clients.

Personal

I’m a Bay Area native and married with two beautiful children. When I’m not helping people manage their finances, I enjoy spending time with my family and keeping active.

Questions?

Discuss all your financial concerns with Ethan via phone, email and social media.