Lyndsey Xa, CFP®

Financial Planning Manager

Salt Lake City, Utah

At EP Wealth Advisors, Lyndsey plays a key role in building custom financial plans to help clients reach their goals.
Lyndsey always knew growing up that she wanted to help people. She found financial planning brought her love of people and problem-solving skills together. Joining the EP Wealth Advisors family was a pivotal moment turning her childhood dream into a reality.
Lyndsey graduated Cum Laude from Utah Valley University with a B.A. in Personal Financial Planning
In her free time, Lyndsey loves traveling to new destinations and indulging in diverse cuisines. She attributes her strong work ethic to her parents who emigrated from Vietnam to the U.S. to chase the American dream.

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