Lyla Bonilla

Client Relationship Associate

Menlo Park

Lyla supports clients through planning preparation, meeting coordination, and ongoing service. She works closely with clients and advisors to help deliver a responsive, high-quality client experience throughout the planning process.
Lyla joined EP Wealth in 2026 through the partnership with Opes Wealth Management. Earlier, she worked as a Client Service Associate at Opes, and at Cambridge Associates in investment operations and research roles supporting client portfolios. She earned a B.B.A. in Finance from the University of Hawaiʻi at Mānoa. Originally from Oʻahu, she brings a warm, service-first approach to each relationship.
Lyla’s approach is organized and collaborative. She simplifies next steps and helps clients feel informed throughout the process. She believes consistent communication and dependable follow-through are key to building lasting client relationships.
Lyla enjoys roller skating and spending time at the beach. She loves exploring the outdoors and staying connected to island life whenever she can.