LQ Financial

After 20 years in the financial planning field, I truly believe learning never stops. Our work can be complex, and staying current is essential to doing right by our clients. I’m excited to share that I’ve earned my CERTIFIED FINANCIAL PLANNER® designation, adding to my education that includes a Certificate in Retirement Planning from the Wharton School, Holistic Financial Coaching from Columbia University, and Asset Allocation & Wealth Management Strategies from Harvard University.

Every time I invest time in learning, I feel more confident in the guidance I provide and more grateful that I get to make a meaningful difference in my clients’ lives. That’s what makes all the hard work worthwhile. I’m incredibly thankful for the trust my clients have placed in me over the years, for the support and mentorship from my firm, and especially for my husband, Alex Bugeja, who stepped in with our young kids during many study-filled weekends leading up to the exam.

Grateful for the journey and excited for what’s ahead!

CERTIFIED FINANCIAL PLANNER® Professional • Lily Qian • CFP Board The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, compet...

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer".https://s3.amazonaws.com/static.contentres.com/media/documents/42048931-60f6-4966-b68b-dc10e461b16c.pdf