Bryan Krill (CFP®)
Bryan Krill focuses in the
following client markets or areas of practice:
- Financial Psychology/Coaching
- Professional Athletes or Entertainers
- Financial Psychology/Coaching
- Professional Athletes or Entertainers
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
Mr. Krill is a Managing Partner and the President and Chief Operating Officer. He is a graduate of the University of Southern California's Marshall School of Business with an Entrepreneurship emphasis and is a CERTIFIED FINANCIAL PLANNERTM practitioner.
In 2007, Mr. Krill was selected as one of San Luis Obispo's Top 20 Under 40 by The Tribune, San Luis Obispo's daily newspaper. All nominees, whom had to be under 40 years old and live and work in the county year-round, were considered by six judges from the Economic Vitality Corporation and chosen based on their commitment to their professions and to their community. Mr. Krill joined the firm in 1999.
NAPFA Start Date
March 24, 2008
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.