Orchard City Wealth Management, LLC
1314 Lincoln Avenue, Suite 2B
San Jose, CA 95125
Phone: (669) 237-3006
Training: Advanced more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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.
Fee-only. Member of NAPFA, FPA, XYPN. My fees are based on complexity (retainer) as well as assets under management.
Industry Start Date