Lyndsey Xa

Salt Lake City, Utah

Lyndsey Xa

CFP®
Financial Planner
Education &
Certifications

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

CERTIFIED FINANCIAL PLANNER™

Series 65 License – Uniform Investment Advisor Law Examination

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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