Lyndsey Xa, CFP®

Utah State Icon Salt Lake City, Utah
Financial Planner
CERTIFIED FINANCIAL PLANNER™
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About Lyndsey

Lyndsey always knew growing up that she wanted to help people. She found financial planning brought her love of people and problem-solving skills together. Joining the EP Wealth Advisors family was a pivotal moment turning her childhood dream into a reality. At EP Wealth Advisors, she plays a key role in building custom financial plans to help clients reach their goals. In her free time, she loves traveling to new destinations and indulging in diverse cuisines. She attributes her strong work ethic to her parents who immigrated from Vietnam to the U.S. to chase the American dream.

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Education

Utah Valley University, B.A. in Personal Financial Planning, Cum Laude

How can Lyndsey help?

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