Ethan is an Associate Wealth Advisor at SteelPeak Wealth in the Santa Barbara office. As a CFP® professional, Ethan began his career at Fidelity Investments, where he served most recently as a financial consultant and also across a variety of roles that helped him gain valuable experience helping many clients navigate their financial lives. He pairs his education and experience with a focus on investment strategy, retirement income planning, and tax efficiency, working with each client to deliver a customized plan built around their goals. Ethan believes the best plans start by understanding each client and earning the trust needed to build a lasting relationship.

A Central Coast native, Ethan grew up in Orcutt and went on to earn his Master's in Finance and Bachelor's in Business Administration at Saint Mary's College of California in Moraga, where he competed as a Division I golfer. He is married to his wife, Daniella, and they reside in Orcutt with their dog, Bogey. Ethan remains an avid golfer and never turns down a round of 18.

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