Lily Pilapil

Lily Pilapil

Senior Client Services Associate - CA Insurance License #0H82593

Phone: (714) 885-7596

About Lily

Lily joins the Client Experience Team with a strong financial services background and years of experience in client services, operations, and administration. Lily began her career in financial services working in a corporate banking group for a government bank in Asia, specializing in loan syndications, privatizations, and mergers and acquisitions. Most recently before joining the team, Lily worked at Bank of the West in Newport Beach, executing projects with a team of wealth management professionals.

Lily holds a bachelor’s degree in Business Administration, as well as a California Life Insurance license. Outside of work, Lily enjoys traveling.

Lily Pilapil

Lily Pilapil

Senior Client Services Associate - CA Insurance License #0H82593

Phone: (714) 885-7596

About Lily

Lily joins the Client Experience Team with a strong financial services background and years of experience in client services, operations, and administration. Lily began her career in financial services working in a corporate banking group for a government bank in Asia, specializing in loan syndications, privatizations, and mergers and acquisitions. Most recently before joining the team, Lily worked at Bank of the West in Newport Beach, executing projects with a team of wealth management professionals.

Lily holds a bachelor’s degree in Business Administration, as well as a California Life Insurance license. Outside of work, Lily enjoys traveling.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value