Lynn Ballou, EA, CFP®
Ballou Plum Wealth Advisors, LLC
Lynn Ballou, EA, CFP® is Managing Partner of Ballou Plum Wealth Advisors, LLC, a trusted financial advisory firm providing financial planning to families of the East Bay. Lynn also serves as the CFP Board of Standards Ambassador for the Bay Area, a role in which she educates the public about the importance of financial planning.
Since Lynn founded Ballou Plum Wealth Advisors, LLC in 1998 with long-time friend and colleague, Marilyn Plum, the firm has grown to more than $270 million in client assets under management with LPL Financial, a Registered Investment Advisor, and has been recognized as a leading Private Wealth Management Firm in the San Francisco Business Times* for the past three years. Lynn has also been recognized by Registered Rep. as one of the “Top 63 Independent Broker/Dealer Women in 2011.” Prior to Ballou Plum Wealth Advisors, Lynn founded Ballou Financial Group, Inc., a personal financial planning and tax preparation firm.
Throughout her 32 years of experience in the financial services industry, Lynn has educated clients on the financial planning process while helping them pursue their own personal goals. She is especially proud of her successes in helping women make sound financial decisions that address their own personal and unique challenges and goals, especially during life’s transitional moments. This focus has allowed her to become a trusted financial advisor in the East Bay.
An advocate for investor education, Lynn has taught taxation and financial planning as an adjunct faculty member of The College for Financial Planning through JFK University.
In addition to being a sought after speaker, Lynn is frequently interviewed in national and local media outlets such as The Wall Street Journal, The New York Times, CNBC, Reuters, SmartMoney, Forbes.com, MSN.com , San Francisco Bay Area Woman’s Journal, Martha Stewart Living Radio, and KRON Channel 4 San Francisco. She also writes a personal finance column called "Lynn’s Top Five" for Lamorinda Weekly.
Lynn graduated with honors from UCLA and holds the Series 7, 24, 63 securities registrations and Investment Advisor Representative registration with LPL Financial. She is licensed to sell California life, disability and health insurance.
An avid reader, Lynn can usually be found with her nose in a book. She loves taking long hikes with her dog, gardening, and day tripping in Northern California with her husband, John. She also greatly enjoys spending time with her grown children, Meredith and Nicholas.
*Based on National Association of Board Certified Advisory Practices (NABCAP) multi-step verification process to objectively account for the accuracy and consistency of advisory practices. The NABCAP award is based on twenty characteristics including years of experience, customer service model, risk and investment philosophy.