Orange County, California Office

18301 Von Karman Ave
Suite 1050
Irvine, CA 92612

Phone: (949) 247-2067

Fax: (949) 247-7016

Lilli-Ann Carreón González

Lilli-Ann Carreón González

Client Relationship Associate

Orange County, California

  • Lilli-Ann Carreón González had nearly two decades of financial industry experience when she joined EP Wealth Advisors in 2021.

  • Her previous positions included administrative and operations management responsibilities at TD Ameritrade and Scottrade. Always involved in client-driven roles, Lilli-Ann finds her strength and skill set is working with people. She thrives in an environment that is customer-service oriented, where customer satisfaction is paramount, and where her contribution can make a difference.

  • Over the course of her career, Lilli-Ann has earned recognition that includes two President’s Club Awards for outstanding client experience and three “Better Begins with Me” quarterly honors.

  • Part of a proud military family, she has a son and daughter-in-law both serving in the United States armed forces.

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