Lasting relationships. For all that matters

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Women-multigen family

Lynne L. Sebastian

Senior Vice President–Wealth Management

Sebastian Wealth Management

For more than two decades, Lynne has been focused on building and protecting the wealth of high net worth individuals and families across the country. She specializes in working with people in transitional periods of their lives, such as newly retired, divorced, widowed or those who have recently come into an inheritance. She delivers comprehensive financial planning including budget analysis, investment management, legacy planning, retirement income and long term care solutions. Lynne enjoys educating the next generation of her clients and stresses the importance of financial independence.

A graduate of the University of California, Santa Barbara, Lynne earned the Chartered Retirement Planning Counselor® designation from the College of Financial Planning and holds Series 7, 63, and 65 securities licenses as well as life, annuity and long-term care licenses. Lynne is one of a select number of investment professionals at UBS who holds the Private Wealth Advisor designation, having acquired the specific knowledge and training essential for serving individuals with more than $10 million in assets.

Lynne has been an active public speaker for companies and non-profit organizations on topics such as retirement planning, wealth preservation and raising responsible children of wealth. She has been a contributor to articles featured in The Wall Street Journal and Dow Jones News. Lynne is an active participant in the community, advocating and volunteering for organizations such as The John Douglas French Alzheimer's Foundation, Pathways Volunteer Hospice and Caregiving and Second Harvest Food Bank.

Lynne and her husband Chris reside in Newport Beach with their two rescue dogs, Penelope and Dudley.

 

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • ID
  • IL
  • KS
  • MI
  • MT
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
  • WY

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BA, University of California, Santa Barbara

Credentials

  • Chartered Retirement Planning Counselor
  • Private Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Education planning
Long-term care planning
Legacy planning
Multi-generational families
Women investors
Sustainable investing
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 467-6150

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