Insurance Strategies, Retirement Strategies, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Financial Education, Investment Strategies (Reg. Reps Only)
Lily Ku 負責招聘、培訓和發展華裔理財專員，以幫助他們及所在的社區建立更穩健地財務未來。
早期在美時, 即使找到新工作並融入了新的文化, Lily依然對家庭的財務前景充滿了擔憂。當一位朋友向她介紹保險理財的工作時，她覺得自己終於找到了一份職業不僅能幫助自己還能幫助與她相同經歷的人為他們消除同樣的擔憂。就這樣，谷林麗憑著信心勇敢地踏出了重要的第二步。
Lily Ku is responsible for recruiting, training and developing Chinese American financial advisors to help their community build strong financial futures.
When Lily Ku immigrated to the United States in 1995, she came with two people—her husband and their young son—and two things—a suitcase of clothes and $400 in her pocket. It was a leap of faith the Ku-Zhang family could only hope would result in a shining future.
The financial uncertainty of those early days stuck with Lily, even as she found her footing in a new job and assimilated to a new culture. When a friend introduced her to a job as an insurance advisor, she felt she’d finally found a way to help others like her avoid the same uncertainty. That’s when Lily Ku took a second leap of faith.
Lily’s conviction for helping her community has led her from successful private practice to the role of a lauded leader whose professional footprint in New York City is widely known and well regarded. Lily is inspired every day to teach her advisors what she herself truly believes: They aren’t simply offering products to their clients. They’re offering integrity, responsibility, caring, and knowledge.
It’s not surprising that outside of work, Lily is known as someone who brings everyone together. She considers her friends and colleagues her extended family. She enjoys traveling and otherwise spending time with her family whenever she can.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck