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Lily Ku

Senior Managing Director

CLU®, ChFC®, CLTC, RICP®

Professional Story

Insurance Strategies, Retirement Strategies, College Funding Strategies, Retirement Income Planning, Risk Management Strategies, Financial Education, Investment Strategies (Reg. Reps Only)

English, Chinese-Mandarin

工作簡介

 

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。

 

背後故事

 

1995年 谷林麗移民美國時,她同兩個人——她的丈夫和他們年幼的兒子——僅帶了兩件東西——一個裝著衣服的行李箱和口袋裡的400美元。這是他們一家人寄予美好未來而踏出充滿期望的第一步。

 

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對幫助社區的信念與真誠根深蒂固, 也因此使她從一個成功的專業人士發展成一名備受讚譽的領導者,她在紐約市理財服務業間的足跡與成就廣為人知並備受推崇。Lily每天都積極地向她的理財代表們傳授她自己確信的觀點:他們不僅僅是向客戶提供理財工具與產品。他們真正提供的是正直、責任、關懷和知識。

 

毫不出奇,在工作之餘,Lily被譽為具有號召力和影響力的人。她認為她的朋友和同事亦是她的大家庭。她熱愛旅行並儘可能在放假時與家人共度悠閑的時光。

 

 

The Job

Lily Ku is responsible for recruiting, training and developing Chinese American financial advisors to help their community build strong financial futures.

 

​The Story

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.

 

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