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Cpwa Linda Lyons Cfp Cima

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Cpwa Linda Lyons Cfp Cima

First Vice President - Investment Officer | Wells Fargo Advisors

Newport Beach, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cpwa Linda Lyons Cfp Cima

Work Experience

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First Vice President - Investment Officer at

Wells Fargo Advisors

July 2021 - Present

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Vice President of Wealth Management at

UBS Group AG

May 2000 - July 2021

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Controller at

Frame N Lens

January 1997 - January 1998

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Director of Accounting at

Mcmullen Argus Publishing Inc

January 1996 - January 1997

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Assistant Controller at

Hub Distributing

January 1988 - January 1996

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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

mail

***********@wellsfargoadvisors.com

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