For more than two decades, Lynne Sebastian 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 CounselorSM® 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 as well as the Certified Exit Planning Advisor for Companies. CA Insurance License #0B62029.
Lynne holds the Forbes America Top Women Wealth Advisors Best-In-State 2023 & Top Women Wealth Advisor 2020-2022 designations. 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, Dow Jones News, and Bizwomen.
Lynne is an active participant in the community, advocating and volunteering for organizations such as Leashes of Love Animal Rescue, Second Harvest Food Bank, and UCI Lifevest financial literacy program. Lynne and her husband Chris reside in Newport Beach with their two rescue dogs, Penelope and Dudley.
Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at Renaissance Executive Forums Orange County. Learn more about Ric at www.ricfranzi.com.
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