Investment & Planning

Lily Zhang, CFP®

Lily Zhang, CFP®


Lily was born in Canada and moved to San Diego when she was four years old. She discovered her interest in the financial industry while interning with Ameriprise Financial during her senior year at the University of California – Santa Barbara. After graduating with a Bachelor of Arts degree in economics and accounting, she headed back to San Diego to work for Gurtin Municipal Bond Management (later acquired by PIMCO) as an analyst and, later, associate.

At Westmount, Lily works closely with advisors in several capacities, including client service, trading, financial planning and investment analysis. She also acts as a liaison between clients and their advisors, responding to client questions and requests as needed.

Outside the office, Lily enjoys yoga, visiting the various cities along California’s coast, cooking for and eating with friends and family, attending concerts and visiting the farmers’ market.