Lili brings 15 years of experience in RIA operations to Perigon, having transitioned from banking early in her career. She previously worked at Destination Wealth Management as a Senior Operations Coordinator and at The Mather Group as a Client Service Associate. In these roles, Lili supported account setup and maintenance, transfers, trade processing, reconciliations, billing, and custodian coordination.
Lili has earned her FPQP (Financial Paraplanner Qualified Professional) designation and is currently studying for the Series 65.
Outside of work, Lili enjoys spending time with her 6-year-old son. They love traveling and taking road trips together during his school breaks; best travel companion she has ever had! Lili enjoys traveling, with Japan being her favorite destination so far. She is an avid reader and sets a goal of reading 100 books each year. A lover of animals, Lili is also a proud pet parent to three dogs and four guinea pigs.
One of Lili’s bucket-list goals is to visit as many lighthouses as possible. She has already visited every lighthouse on the West Coast, so she has quite the collection of lighthouse adventures!
