Client Services Associate
CA Insurance License #0H82593
Lily is our Client Services Associate and part of our Member Experience Team. She brings in many years of experience working in the financial services industry. Prior to joining the team, Lily worked at Bank of the West in Newport Beach executing projects for a team of wealth management professionals. Lily has a bachelor’s degree in Business Administration. She also holds a California Life Insurance license. Outside of work, Lily enjoys traveling.
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|Not NCUA Insured||Not Credit Union Guaranteed||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA
The financial advisors at Orange County's Retirement & Investment Services are registered representatives with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.