Fee-only wealth advisor for biz owners + anyone who’s serious about achieving their dreams. Live by example. Father, husband, proud of Huntington Beach.

Huntington Beach, CA
Joined May 2016
Ryan Serrecchia retweeted
"The smartest thing is find a #financial #advisor who takes YOUR circumstances into consideration & sets up a plan for YOU" #AgingVoices
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I've always done my own taxes, but @EPWealthBayArea, @BarbaraWeltman and @TheTaxDepot have me reconsidering. money.usnews.com/money/perso…
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Register to attend a Financial Planning Day in your city! 5 events on Saturday 10/29 financialplanningdays.org/ #free #financialplanning
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Ryan Serrecchia retweeted
.@kelligrant On how to cut the cord for supporting adult children withEP Wealth Advisors Lynn Ballou cnbc.com/2016/10/13/cutting-…
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Ryan Serrecchia retweeted
By 2050 the total $ of care for Americans age 65+ with #Alzheimer’s will be an est. $1trillion per year. Info: ow.ly/L1ND301kkov
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Ryan Serrecchia retweeted
Steps for pre-retirement written by yours truly epwealth.com/steps-for-pre-r…
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You can’t escape gray-area problems. s.hbr.org/2bDwgUm