Hours
| Day | Time slot | Comment | ||
|---|---|---|---|---|
| Mon: | 8:00 am-5:00 pm | |||
| Tue: | 8:00 am-5:00 pm | |||
| Wed: | 8:00 am-5:00 pm | |||
| Thu: | 8:00 am-5:00 pm | |||
| Fri: | 8:00 am-5:00 pm | |||
Teams at this location
Serving the greater San Marino, California area, Wealth Enhancement Group provides financial management, advisory, and retirement planning solutions.
Advisors at this location
Mindy Ying
Senior Vice President, Financial Advisor and Managing Director
Roundtabletm specialists at this location
Additional Team Members at this Location
Resources from our advisors
Newsroom
15 Wealth Enhancement today announced that 15 of its financial advisors have been recognized on InvestmentNews’s 2026 Top Financial Professionals ranking.
2/25/2026
Newsroom
Lily Ku, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was interviewed by Marcus Evans at Private Wealth Summit.
2/12/2026
Newsroom
Lily Ku, CFP ®, Senior Vice President and Financial Advisor at Wealth Enhancement, has been ranked #31 on Women We Admire’s ranking of Top 50 Women Leaders in Investment Management. This list recognizes women who have made significant impacts in the investment management industry.
9/5/2025
Newsroom
Lily Ku, Senior Vice President and Financial Advisor of Wealth Enhancement, has been recognized in the 2024 “Top 50 Women Leaders in Investment Management” ranking by Women We Admire.
12/20/2024
Blog
Stay financially fit in 2025 with a 5-step retirement action plan—track goals, budget smart, invest with purpose, and review often for long-term success.
12/1/2024