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Lynn Ballou, CFP® is the CFP Board Ambassador in the San Francisco Bay Area, CA.
CFP Board Ambassadors

Lynn Ballou, CFP®

San Francisco Bay Area, CA

Lynn Ballou, CFP® is a senior vice president and partner with EP Wealth Advisors.  Particularly passionate about educating women, Lynn has spent the last 30+ years helping women unravel the financial complexities of life. 

As a co-founder of EP Wealth’s innovative program “Investing in Women,” Lynn is especially proud of the work the firm is doing to elevate women in the firm and the financial planning profession and serve as a “go-to” firm for women and their families needing high-level comprehensive planning.  

Lynn has taught taxation and financial planning as an adjunct faculty member of the College for Financial Planning through JFK University. She is also an active member of the Financial Planning Association. She regularly provides expert commentary for online, local, and national media platforms and publications including The Wall Street Journal, The New York Times, Kiplinger, and U.S. News & World Report, and has appeared on CNBC. Locally she is known for her personal finance column in Lamorinda Weekly called “Lynn’s Top Five.”