Lilly Emerson, CRPC®
Located in San Diego, Lilly specializes in comprehensive and transparent financial planning on behalf of individuals and multi-generational families. Her proactive, direct approach, and hands-on style have helped her to be nominated and chosen by her clients and peers as one of San Diego Magazine’s Five Star Wealth Advisors© for the last five(5) years.* Truly, quite an achievement.
Lilly has been advising clients since 1992, having entered the financial services industry at a time when there were few female brokers. She advises on income and estate planning strategies, stock option strategies, and investments of nearly any type. She seamlessly integrates whatever financial tools are necessary and appropriate to meet her clients’ financial objectives.
In the early part of her career she became well-known throughout the San Diego community for the financial education events and workshops she hosted for her clients, referrals, and colleagues alike. Lilly continues today with several intriguing experiences and events for her clients, their guests, and peers each year as part of her signature Emerson Experience series.
A graduate of Hawaii Pacific University, Lilly earned a Bachelor of Science, Business Administration (BSBA) degree with a major in Marketing and an emphasis in Economics. Just prior to entering the financial services industry, Lilly proudly served over ten years in the United States Air Force as a Mandarin Chinese language interpreter. In addition to her passion for helping others plan for their financial future, she is a mother of two and the proud grandmother (Mia) to three adorable grandchildren. Lilly is an avid hiker, diver, and explorer who enjoys the outdoors and delights in helping people and animals alike in many charitable and personally gratifying ways.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2017 and 2018 Five Star Wealth Managers.