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Cfp® Ethan Pepper

Principal and Financial Planner

Ethan Pepper, CFP®, EA, is the founder of Orchard City Wealth Management, LLC, a fee-only wealth management firm focused on providing comprehensive financial services to families and busy professionals.

With a dedication to assisting clients with various tax planning concerns related to equity compensation, Ethan strives to offer clarity and professional management tailored to individual needs and preferences.

Having a background in Financial Planning from the University of California, Santa Cruz, and Finance from San Jose State University, Ethan Pepper brings a strong educational foundation to his wealth management expertise.

Specializing in personal tax planning & optimization, equity compensation analysis, strategic financial planning, and investments, Ethan Pepper is committed to helping clients develop sound financial plans regardless of their net worth.

As a Principal at Orchard City Wealth Management, LLC, Ethan operates as a fiduciary, prioritizing client relationships over product-driven incentives and ensuring a client-centric approach to financial planning.

Outside of work, Ethan enjoys quality time with his family, exploring the beaches and hiking trails of the Bay Area.

Highlights

Jan 1 · napfa.org
Orchard City Wealth Management, LLC - NAPFA
Orchard City Wealth Management, LLC - NAPFA
Ethan R. Pepper Obituary - Visitation & Funeral Information
Cfp® Ethan Pepper
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Location

Campbell, California