Lily Zhang, CFP®

Meet Lily!

Lily joined the team in 2018. Lily’s favorite financial topic is “Identifying & Prioritizing Goals”. Lily has always been fascinated by personal narratives and discussing financial goals with clients allows her to get to know them more on a personal level. Lily enjoys helping clients and making a difference, big or small. Lily is also on our Foundation Team where she promotes employee well-being, charitable donations, and volunteering activities.