G. Bradley Owen, CFP®, RLP®, RMA®

Regional Director, Partner

San Diego, California

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Brad specializes in retirement planning and working with clients who have complex financial planning needs. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes.
He began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. Brad moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner.
Brad graduated from University of Notre Dame, earning a B.S. and MIS. He holds the CERTIFIED FINANCIAL PLANNER™, Registered Life Planner® and Retirement Management Advisor® designations. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “10 year award winner” from 2011-2021. Additionally, Brad was elected by Five Star Professional as a Five Star Wealth Manager in San Diego for 12 years.
Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat”. Brad, his wife Nicki, and their daughter McLaren and his son Cooper live in Encinitas. In his spare time, Brad enjoys traveling to unique destinations across the globe, mountain biking, coaching and golfing. He is also an avid college and pro football fan. Disclosures: https://www.epwealth.com/disclosures/