Lynn  Ballou,  CFP<sup>&reg;</sup> - Financial Advisor

Lynn Ballou, CFP®

Regional Director

EP Wealth Advisors

250 Lafayette Cir, Suite 203
Lafayette, CA 94549
FINANCIAL ADVISOR'S WEBSITE
(925) 283-2201

General

Lynn Ballou is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors in Lafayette, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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