Client Relationship Associate
Lisa Villagrana is the authentic caring person our clients encounter when they visit, call or come to an event. She supports our advisors and operations team with conscientious attention to detail and logic in all she does. In 2015 she joined Personal Financial Consultants, Inc., which would become part of the EP Wealth Advisors family in 2019, after a 25-year career in the veterinary field. This background developed Lisa’s experience in managing inventories, including surgical and pharmaceutical products, in addition to performing bookkeeping, client service and education functions. Lisa’s roots are in Oakland, where she lives with her college-age son Brandon and their two cats, Diamond and Tommy. When not working, she enjoys crocheting, gardening, working on a good jigsaw puzzle and watching the Warriors play.