For over 25 years, Lily has brought passion, dedication, and experience to her work in financial services. As a *Chartered Retirement Plans SpecialistSM, an *Accredited Asset Management Specialist℠ and holder of Series 7, 63, 66 and CA insurance license 0H67946; her impeccable reputation for exceeding client expectations has garnered a large volume of repeat and referral clientele.
Lily began her career as an operations manager at Archer Commodities before moving to Smith Barney to serve as a registered assistant. After many years working hand-in-hand with clients to help successfully accomplish their retirement goals and financial management, Lily is privileged to continue doing the work she loves under her own practice. This commitment to serving her clients is summed up with the mantra she lives by: "Above all, work for the highest good of our clients."
In her spare time, Lily enjoys running and mountain biking with her husband of 17 years and her two children. Calling the beautiful city of Irvine home for over 23 years, Lily is also active in volunteering her time to community services offered through the city and the unified school district.
*ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® / CHARTERED RETIREMENT PLANS SPECIALISTSM and CRPS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.