Lisa Tennyson

California State Icon Walnut Creek, California
Director, Demand Generation & Campaign Marketing
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About Lisa

Lisa Tennyson joined EP Wealth Advisors in 2022, leading demand generation and campaign marketing. She has over 20 years’ experience in a variety of marketing leadership roles in both the financial services and healthcare industries. From her early career at Walt Disney Studios, to her time building healthcare delivery disruptor One Medical, to most recently leading the marketing team at Ubiquity Retirement + Savings, Lisa has excelled in developing innovative strategies that not only acquire new customers, but also build admired brands. Her creative vision and passion for storytelling have served as key drivers of her success, and she enjoys bringing her expertise to the wealth management team that plays a significant role in the financial futures of so many. Lisa holds a BA from the University of California, Los Angeles, and lives with her husband in Mill Valley, CA.

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University of California, Los Angeles, B.A., History

How can Lisa help?


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