Joseph Lindley, CFP®

Wealth Advisor

Torrance, California

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Joe Lindley is passionate about helping individuals and families towards achieving long-term financial success through personalized financial planning, retirement strategies and thoughtful portfolio management. He values building strong relationships with clients and guiding them through every stage of their financial journey.
Joe began his financial services career in 2018 and has since advised a wide range of clients. Prior to joining EP Wealth Advisors in 2025, he spent four years at SEIA as a Wealth Advisor. His previous roles include Portfolio Manager at a boutique RIA and Financial Advisor at Morgan Stanley.
Originally from Oregon, Joe moved to California to attend Pepperdine University on a full academic scholarship, where he earned a B.A. in Economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds both Series 7 and Series 66 securities licenses.
Joe lives in Marina del Rey with his wife and their two dogs. He enjoys staying active through fitness, exploring new restaurants, cooking and spending time outdoors—especially at the beach.