Ep #108: Giving Up Partnership and Starting Your Own Firm With Ethan Pepper
New Planner Podcast · Caleb Brown
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Show Notes
Ethan Pepper is the Founder and CEO of Orchard City Wealth based out of Los Gatos, CA. He joins the show today to share how he got started as a financial planner—and eventually started his own firm. If you are considering giving up ownership in a firm to start your own, this is an episode for you!
Listen in as Ethan shares how family members influenced his career early on, why he pivoted from majoring in corporate finance to personal financial planning, and what it was like transitioning to an employee role at a fee-only RIA and a paraplanner role that set the foundation for him to become partner. We also discuss why he gave up partnership and left the firm for a larger organization, how he settled on starting his own RIA, and some of the biggest challenges that he had to overcome to get his firm going.
You can find show notes and more information by clicking here: https://bit.ly/3WVfXsQ