Trusted Financial Advisor

Mrs Lynn Ballou CFP

Mrs Lynn Ballou CFP

EP Wealth Advisors

250 Lafayette Cir Ste 203, Lafayette, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Divorce Issues, Investment Management, Retirement Planning, Sudden Wealth Management, Wealth Management, Women's Finances

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor