Lisa Villagrana
Client Relationship Associate
Walnut Creek, California
Walnut Creek, California Office
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Lisa is the caring, authentic 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.
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In 2015, after a 25-year career in the veterinary field, Lisa joined Personal Financial Consultants, Inc., which would become part of the EP Wealth Advisors family in 2019. This background developed Lisa’s experience in managing inventories, including surgical and pharmaceutical products, in addition to performing bookkeeping, client service, and education functions.
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Lisa attended Laney College.
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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.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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