Lena joined Bailard in 2020 and serves as Vice President, Director of Financial Planning. In this role, she implements investment strategies, maintains client relationships and handles client financial planning needs. Prior to joining the firm, Lena spent 13 years at Wells Fargo as an Investment Manager implementing its Social Impact Investment strategies across client portfolios. Nine of those years were spent at Nelson Capital Management, a wholly owned subsidiary of Wells Fargo, as both an investment manager and financial planner. She has also worked as a Client Service Specialist at Charles Schwab and at a family-owned investment advisory firm.
Lena is a member of Ed Slott’s Elite IRA Advisor Group, an exclusive group of advisors for expertise in IRAs, tax planning and retirement distribution planning.
Lena received her Bachelor of Science degree in Business Administration, with a concentration in Accounting, at California State University Dominguez Hills in 2001 and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2004.
In her spare time, Lena enjoys reading (her favorite author is Dean Koontz), sewing, making different types of handmade crafts and doing barre workouts.
Phone: 650-571-5800 | Website: bailard.com | LinkedIn: www.linkedin.com/company/bailard-inc
