0054M000004RfsoQAC

Lily Ku

Senior Vice President, Financial Advisor

CFP®

Office Information

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Contact Lily

lku@wealthenhancement.com

Team Office

Lily’s Locations

2650 Mission Street, Suite 205
San Marino, CA 91108
(626) 286-4029
611 Gateway Blvd Suite 120
South San Francisco, CA 94080
(626) 286-4029
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About Lily

With more than 31 years of experience in financial planning, investments, and accounting, Lily leverages her diverse expertise to build deeply personalized, long-term relationships with her clients. She is dedicated to guiding clients through every aspect of their financial lives, with a focus on tax efficiency, retirement planning, estate strategies, and the preservation of generational wealth. Lily also brings extensive experience working with medical professionals, business owners, and high-net-worth individuals.

Prior to joining Wealth Enhancement, Lily held various senior positions at Pillar Pacific Capital Management, PacWest Financial Management, Bank One, Bright Bank, Blue Cross, and Adobe Oil & Gas Inc. She also served as adjunct faculty at the University of Mary Hardin-Baylor.  
 

Education

  • BBA, University of Texas
  • MBA, University of Texas

Additional Language

  • Mandarin

Awards & Recognition

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  1. Awarded 6/17/26 for the ranking year 2026.
  2. Awarded 6/16/26 for the period June 2026–June 2027.
  3. Awarded 4/9/26 for the ranking year 2026.
  4. Awarded 2/25/26 for the ranking year 2026.
  5. Awarded 9/9/25 for the ranking year 2025.
  6. Awarded 8/21/25 for the ranking year 2025

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Let’s Talk
Insights from Lily

What we’re thinking about

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Older man reading book
Financial Planning

Maintaining Financial Literacy Throughout Life

Half of U.S. adults lack basic financial literacy. Learn how to build lifelong money skills, avoid costly mistakes, and stay financially confident through every life stage.
Lily Ku Jul 17, 2026
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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