Lasting relationships. For all that matters

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.