Ethan Pepper, CFP®, EA


Principal, Financial Planner
Orchard City Wealth Management, LLC
1314 Lincoln Avenue, Suite 2B
San Jose, CA 95125
United States
Phone: (669) 237-3006
Email: ethan@orchardcitywm.com
Website: http://www.orchardcitywm.com
Training: Advanced more info

About Ethan Pepper
I am the founder of Orchard City Wealth Management, LLC, a comprehensive, fee-only wealth management firm, specializing in working with families and busy professionals, who often have tax planning concerns around various forms of equity compensation, and want to understand their options yet want a professional advisor to manage the details. My firm was founded to help clients develop a financial plan regardless of their net worth. I am committed to people and relationships, not products tied to incentives. As a fiduciary, I sit on the same side of the table as my clients.

Compensation
Fee-only. Member of NAPFA, FPA, XYPN. My fees are based on complexity (retainer) as well as assets under management.

Industry Start Date
2002