Lynette Lopez

California State Icon Orange County, California
Office Administrator
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About Lynette

Lynette Lopez brings diverse administrative experience to her role at EP Wealth Advisors when she joined the firm in 2022. Lynette previously served as Auditing Coordinator at EcoGreen Solutions Inc., specialists in energy-saving services for businesses. With a positive outlook on life that drives her to help others in any way she can, she was drawn to a career in wealth management because of the fulfillment of servicing clients it offers. Lynette is excited to have the opportunity to work, grow and learn with a company that has the resources to deliver solutions that uniquely meet the financial goals of different individuals. A team player and strong communicator in the office, Lynnette is a fitness enthusiast who loves to work on her physical and mental strengths outside work. She has a passion for yoga, and enjoys practicing anywhere outdoors with friends and family, in a group setting or alone. She also likes to find peaceful spaces where she can relax and read books—especially by the ocean. Family is huge to Lynette, and she’s delighted to be a new auntie. Along with expanding her horizons by recently joining a book club and a yoga teacher training course, she’s embarked upon a culinary journey of trying new recipes weekly that ensures she’s spending plenty of time in her kitchen.

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Saddleback College, A.A., Business Communications

How can Lynette help?


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