Lily Fortune Club has established a well-respected professional brand, as a financial services provider, in the Silicon Valley, California. We have operations in over 15 states in US, including CA, WA, NY, NJ, MA, PA, TX, NC, MD, VA, FL, and Vancouver Canada. The founder, Lily Zhu, possesses a unique experience over 20 years in entrepreneurship, finance business and corporate management. Lily was ranked as top 25 (0.1%) out of ~70,000 financial professionals in 2016 and was recognized in the US Fortune magazine in 2017.
Lily and her team represent over 180 top rated financial companies to provide total solutions and customized strategies including investment, retirement, life insurance, long term care, tax planning, estate planning and education planning.
We are also dedicated to establish the US asset diversification channel for oversea high net worth individuals and to provide long term and dependable professional services. We are passionate about helping people and educating local communities, and actively engaged in nonprofit and entrepreneurial organizations.
Lily Fortune Club 是位于美国旧金山湾区拥有优秀信誉的专业财富管理团队。我们在美国15个州（包括加州，华盛顿州，纽约州，新泽西州，马萨诸塞州，宾夕法尼亚州，德克萨斯州，北卡罗莱纳州，马里兰州，弗吉尼亚州，佛罗里达州以及加拿大的温哥华）都开有办公室。创始人 Lily Zhu 拥有超过20年的创业，金融服务和公司管理的经验。我们的团队在2016年全美7万个金融专业人士中排名前25，并且在2017年登上了财富杂志。