Joseph Lindley, CFP®

Wealth Advisor

Torrance, California

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Joe helps individuals and families pursue long-term financial success through personalized planning and thoughtful portfolio management. He focuses on retirement strategies, tax awareness, and coordinated execution, with an emphasis on strong relationships and clear communication.
Joe began his career in financial services in 2018 and brings experience across portfolio management and client advisory roles within the independent RIA space. He joined EP Wealth in 2025. Joe earned a Bachelor of Arts degree in Economics from Pepperdine University on a full academic scholarship and holds the CERTIFIED FINANCIAL PLANNER™ designation, along with Series 7 and 66 licenses.
Joe’s approach is structured, collaborative, and transparent. He helps clients evaluate trade-offs, set priorities, and track progress with discipline over time. He believes a consistent process leads to durable outcomes.
Joe lives in Marina del Rey with his wife and their two dogs. Outside of work, he enjoys fitness, cooking, exploring new restaurants, and spending time outdoors—especially at the beach.