MML Investors Services
42yrs
Top advisor by experience in Redwood City
27yrs
Based in Redwood City, California, Ryan Ignacio is a financial advisor with 27 years of industry experience. Ryan has been with EP Wealth Advisors since 2021; before that, Ryan spent five years at Newfocus Financial Group. Ryan’s designations include CFA and CFP®.
At a glance
Experience27 years (since 2000)
How that compares ?Top 19% by experience at EP Wealth Advisors
Office3 Lagoon Drive Suite 190, Redwood City, CA 94065
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.14 million
Advisors at the firm338
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowEP Wealth AdvisorsCurrent firm
- 2016 – 2021Newfocus Financial Group, LLCPreviously
Contact Ryan
(310) 543-4559Firm headquarters in Torrance, CA. Ask for Ryan. 3 Lagoon Drive Suite 190Redwood City, CA 94065Office · Get directions LinkedIn pageEP Wealth Advisors
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call EP Wealth Advisors at (310) 543-4559 and ask for Ryan Ignacio. Ryan works from the Redwood City, CA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2000, about 27 years. Top 19% by experience at EP Wealth Advisors.
What licenses does Ryan hold?
Series 63. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Ryan paid?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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