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.
With more than 30 years of experience in financial planning, investment, and accounting, Ku serves as Senior Vice President and Financial Advisor for Wealth Enhancement. She strives to help clients with every aspect of their financial lives, with an eye on tax efficiency, retirement, estate planning, and generational wealth. She has extensive experience working with medical professionals, business owners, and high-net-worth clients.
Lily is Wealth Enhancement’s first female financial advisor to be named by Women We Admire as a Top 50 Women Leader in Investment Management.
About the Research Process
This award recognizes the executives and business leaders who have made significant contributions to an industry that manages trillions of dollars in assets globally. These women exemplify the introspective, thoughtful, and analytical qualities essential for navigating the complex financial landscape. They lead their organizations with a mission-driven approach, focused on achieving sustainable long-term success.
About Women We Admire
Women We Admire provides news and information on today's women leaders in business, entertainment, sports, motherhood, medicine, law, and many other fields. The outlet covers a broad range of topics and areas of interest aimed at recognizing the achievements of exceptional women while inspiring others to aim high and continue their journey towards reaching their full potential. Women We Admire and its affiliates circulate its content to over 34,000 individuals and businesses.
About Wealth Enhancement
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi ™processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 67,000 households from our 125 offices and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Awarded on 11/1/24 for the ranking year 2024.
