Investment & Planning

Lily Zhang, CFP®

Lily Zhang, CFP®

Senior associate

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.

As a senior associate at Westmount, Lily applies her extensive experience to oversee trading and investment management, as well as provide exceptional client service.

Outside the office, Lily enjoys yoga, cooking, traveling, trying new cuisines, and attending concerts.