Lisa Villagrana

Lisa Villagrana

Client Relationship Associate

Walnut Creek, California

Walnut Creek, California Office

1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

  • 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.

  • 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.

  • Lisa attended Laney College.

  • 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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