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Lily Schweitzer, AAMS®, CRPS®

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Lilia Schweitzer
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  • F: 949.287.6912
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  • Costa Mesa, CA-BVL
    485 E 17th St Ste 300 Costa Mesa, CA 92627-4719 D: 949.732.0174 T: 949.287.6560 F: 949.287.6912
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How to project confidence at your next public speaking gig
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
Business Ownership
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To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
Review key takeaways of the SECURE Act 2.0
Changes for investors include RMD age increases, higher catch-up contribution limits and a new 529 transferal option.
Economy & Policy

A breadth of services to serve a variety of needs

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  • Lily Schweitzer, AAMS®, CRPS®
  • 485 E 17th St Ste 300 Costa Mesa, CA 92627-4719
  • D 949.732.0174
  • T 949.287.6560
  • F 949.287.6912
  • Map & Directions
  • Map & Directions
  • Email Lily.Schweitzer@RaymondJames.com

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.