FA Magazine: Trailblazing Female Advisors

About the Author

lynn ballou

Lynn Ballou, CFP®

Senior Vice President/Partner
Walnut Creek, California

Author: Lynn Ballou

At Financial Advisor Magazine’s “Invest in Women” conference, I sat on a panel discussing how I got started in the industry, why I think Ballou Plum worked, and why Marilyn Plum and I chose to join EP Wealth Advisors. Christopher Robbins of Financial Advisor Magazine quotes me a few times in his article “Trailblazing Female Advisors Say Tenacity, Diversity Key to Success.” If you want a peek behind the curtain to see how we made it to where we are, I suggest you read it.

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