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Cpwa Linda Lyons Cfp Cima
Cpwa Linda Lyons Cfp Cima
First Vice President - Investment Officer | Wells Fargo Advisors
Newport Beach, California, United States
Cpwa Linda Lyons Cfp Cima
Summary
Linda Lyons is a seasoned financial professional with over two decades of experience in wealth management and investment planning. Currently serving as Vice President of Investments at OnPointe Wealth Management of Wells Fargo Advisors, she specializes in retirement planning, strategic investment planning, and wealth preservation. Linda is a Certified Financial Planner and a Certified Investment Analyst, showcasing her commitment to excellence in her field. Her career spans prestigious firms like UBS and a diverse range of roles including Controller and Director of Accounting. Known for her strategic approach, she helps clients navigate their financial futures with confidence. Linda's extensive experience in both corporate and investment sectors highlights her adaptability and expertise. Outside of work, she is passionate about empowering clients to achieve financial security. Her educational background in Accounting from California State University-Fullerton complements her professional certifications, making her a well-rounded expert in her industry.
Cpwa Linda Lyons Cfp Cima
Work Experience
First Vice President - Investment Officer at
Wells Fargo Advisors
July 2021 - Present
Vice President of Wealth Management at
UBS Group AG
May 2000 - July 2021
Controller at
Frame N Lens
January 1997 - January 1998
Director of Accounting at
Mcmullen Argus Publishing Inc
January 1996 - January 1997
Assistant Controller at
Hub Distributing
January 1988 - January 1996
Cpwa Linda Lyons Cfp Cima
Education
California State University-Fullerton - College of Business and Economics, Bachelor Of Arts
January 1980 - January 1983
Frequently Asked Questions about Cpwa Linda Lyons Cfp Cima
What is Cpwa Linda Lyons Cfp Cima email address?
Cpwa Linda Lyons Cfp Cima's primary email address is ***********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cpwa Linda Lyons Cfp Cima work for?
Cpwa Linda Lyons Cfp Cima is a First Vice President - Investment Officer at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Cpwa Linda Lyons Cfp Cima graduated from?
Cpwa Linda Lyons Cfp Cima holds a degree in Accounting from California State University-Fullerton - College of Business and Economics.
How can I directly contact Cpwa Linda Lyons Cfp Cima?
To contact Cpwa Linda Lyons Cfp Cima directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cpwa Linda Lyons Cfp Cima?
Linda Lyons is a seasoned financial professional with over two decades of experience in wealth management and investment planning. Currently serving as Vice President of Investments at OnPointe Wealth Management of Wells Fargo Advisors, she specializes in retirement planning, strategic investment planning, and wealth preservation. Linda is a Certified Financial Planner and a Certified Investment Analyst, showcasing her commitment to excellence in her field. Her career spans prestigious firms like UBS and a diverse range of roles including Controller and Director of Accounting. Known for her strategic approach, she helps clients navigate their financial futures with confidence. Linda's extensive experience in both corporate and investment sectors highlights her adaptability and expertise. Outside of work, she is passionate about empowering clients to achieve financial security. Her educational background in Accounting from California State University-Fullerton complements her professional certifications, making her a well-rounded expert in her industry.
Cpwa`s contact details
***********@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG