EP Wealth - Bay Area

The Regional Directors at EP Wealth Advisors Lafayette Office have provided trusted comprehensive wealth management services to Bay Area families for 30+ yrs.

[EP Wealth - Bay Area @EPWealthBayArea]

Our own Lynn Ballou, CFP, is speaking Saturday at the 10th annual YWCA Berkeley/Oakland Young Women and Money conference. Hope you can attend! Inspiring and informative!

https://t.co/3l6BolkKWn

[EP Wealth - Bay Area @EPWealthBayArea]

Lynn Ballou CFP(r) and other's weigh in on this important topic.

[EP Wealth - Bay Area @EPWealthBayArea]

Food for thought, college bound; student loans-worth it? I’m About To Go $40,000 in Debt for Grad School https://t.co/8uaDKqSuu2

[EP Wealth - Bay Area @EPWealthBayArea]

Great article! 3 Ways To Be Content Living Within Your Means https://t.co/5zzLfyGssK

[EP Wealth - Bay Area @EPWealthBayArea]

Trailblazing Female Advisors discuss their experiences at "Invest In Women" EP's Lynn Ballou CFP on Keynote Panel https://t.co/H3zKxH3dt5

[EP Wealth - Bay Area @EPWealthBayArea]

Great topic! Thanks for including our own Lynn Ballou CFP(r) https://t.co/82nUnUzQyZ

[HerMoney @HerMoneyMedia]

Saving for retirement can be confusing. Here's a cheat sheet. https://t.co/0ix2XV9NcX #retirement #money

[EP Wealth - Bay Area @EPWealthBayArea]

What’s the Difference Between a 401(k) and a 403(b)? https://t.co/AAsufofUqE

[EP Wealth - Bay Area @EPWealthBayArea]

I’m Getting Married: How Do I Protect Myself Financially? https://t.co/DJLnd6TwKp via @DailyWorth

[EP Wealth - Bay Area @EPWealthBayArea]

Lynn Ballou CFP(r) Board Ambassador for SF Bay Area, shares thoughts What you Need to Know About Social Security https://t.co/uZc6hRQ2mk

[EP Wealth - Bay Area @EPWealthBayArea]

@kelligrant So awesome, Kelli! Congrats!

[Kelli Grant, CFP® @kelligrant]

Add "update the estate plan" to your pre-wedding to-dos, especially if you're remarrying or you have kids: https://t.co/xY8iDvaCca

[EP Wealth - Bay Area @EPWealthBayArea]

Wow. Thanks for sharing --- let's keep the spotlight on the conversation and keep fighting for change. https://t.co/6YUgwgDkm4

[EP Wealth - Bay Area @EPWealthBayArea]

Lynn Ballou, CFP(R): Moving from the Board Room to the Beach: Where Will You Retire and How Will You Get There? https://t.co/mo1nWFE12a

[EP Wealth - Bay Area @EPWealthBayArea]

Important thought for all parents and their college bound kids. https://t.co/qld6vbPvMs

[Kelli Grant, CFP® @kelligrant]

Not graduating on time can have a six-figure price tag for students and their parents: https://t.co/mpOY45t1QH

[EP Wealth - Bay Area @EPWealthBayArea]

Excellent information for Moms!@LauraKnolle_EP https://t.co/VbNysAD2w0

[Laura Knolle @LauraKnolle_EP]

Check out my article for Stay-At-Home Moms to stretch their dollar. https://t.co/9fqw5KcYMy

[EP Wealth - Bay Area @EPWealthBayArea]

Enjoying creating Investing in Women Initiative @EPWealthBayArea https://t.co/0kAgbNvhFN

[Eleanor Blayney,CFP® @EleanorBlayney]

The financial planning profession needs more women. The way to get there? Mentorship through WIN-to-WIN: https://t.co/ShdkcTO9md #CFPsWIN

[Eleanor Blayney,CFP® @EleanorBlayney]

Why does CFP® certification matter in choosing an adviser? Find out here: https://t.co/KK5g6CI0QG

[Eleanor Blayney,CFP® @EleanorBlayney]

Investing isn't always easy. Talk to a CFP® pro to gain a better perspective on smart investing [BLOG] https://t.co/uDYKl3HUEJ

[EP Wealth - Bay Area @EPWealthBayArea]

Lynn shares her tips on saving more #money in the bank for recent grads on @GOBankingRates: https://t.co/7NhfWE7UJN

[EP Wealth - Bay Area @EPWealthBayArea]

We had a fantastic 6th annual Shred Party and shredded 100+ bags and boxes! Thanks to all who participated!