Brian Ephraim, CFP®
Principal
A little about Brian and his family
Brian and his wife, Jennifer, reside in San Clemente with their two children, Jessika and Brett. As a family, they enjoy the kids’ sporting activities, surfing, spearfishing, bike riding, and camping in beach and mountain locations across California.
Brian describes himself as a detail-oriented and loyal person. He likes to do things the right way the first time. Helping clients navigate their financial journeys is his professional passion. He is actively involved with the robust Orange County chapter of the Financial Planning Association (FPA). He leads the study group and participates in the chapter's pro bono efforts.
Personal interests
Brian is the past president of the San Onofre Surfing Club (an iconic organization that dates back to 1952). He is also an avid mountain biker, waterman, and outdoor enthusiast. When not attending his children's sporting activities, he can often be found on the local mountain bike trails or paddling off the Southern California coastline.
Telephone: 949.441.3102
Lori Fletcher
Client Relationship Manager
I am thrilled that you are visiting our website and learning more about us.
As the client relationship manager at Guided Path Wealth Management, I pride myself on making your interactions with our firm a flawless and enjoyable experience. I have over 25 years’ experience in the financial industry, and I have enjoyed every aspect.
I oversee all the administrative operations and can assist you with the following.
- Deposits/withdrawals and any related transactions.
- Contact information changes.
- Create an online viewing profile, elect paperless delivery options, and navigate the client website.
- Account transfers, rollover processing, and new account setup.
- Any other client service matter.
In my free time, I can be found in Huntington Beach, where I live with my husband, Tom, and our yellow lab, Lilly. I am a mother of three grown children and two granddogs.
Some of my passions include spending time with my family at the beach or running around Disneyland with Mickey. I am a huge fan of the World Surf League (WSL) Championship Tour and watch every competition that I can. I love all dogs and will stop to pet every single one.
Telephone: 949.441.3103