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Marcus Evans: Interview with Lily Ku

Lily Ku

- CFP®

2 minutes

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Tune in to hear Lily Ku, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, discuss the intergenerational wealth transfer and women in wealth.  

 

Access full interview here: https://youtu.be/ixgY2JjP8pI 

Head shot of Lily Ku

Senior Vice President, Financial Advisor

San Marino, CA

Originally from Taiwan, Lily was inspired to build a career in wealth management after growing up with a single mother who skillfully managed the family's finances and taught her children the importance of managing their own resources wisely. She learned early on that the accumulation of wealth is less important than using it to support and to provide for one’s family and community.  

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Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.