Ethan Pepper, CFP®, EA Orchard City Wealth Management, LLC
- 1314 Lincoln Avenue Suite 2B, San Jose, CA 95125
- (669) 237-3006
About Ethan Pepper, CFP®, EA, RLP
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.
My credentials and education:
• CERTIFIED FINANCIAL PLANNER® designee
• Enrolled Agent (EA) – federally-licensed tax practitioner
• BS in Business Administration-Finance – San Jose State University
If you need help navigating your tax situation, please feel free to schedule a free initial consultation with me.
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Tax Planning
- Technology Professionals
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Quarterly Fee: $1,750/qtr
- Flat Fee: $7,000/engagement
- Assets Under Management: 0.95%