Lily Matias

About Lily Matias

As a Retirement Plan Advisor and Vice President at Wealthspire Advisors, I help organizations transform their employer-sponsored retirement plans into powerful tools for attracting, retaining, and rewarding top talent.I partner with CFOs, HR leaders, and executive teams to design and manage 401(k), 403(b), and 457(b) programs that are cost-efficient, compliant, and strategically aligned with organizational goals. My approach combines fiduciary guidance, investment due diligence, and customized employee education to create measurable improvements in plan participation, savings rates, and overall retirement readiness.What sets me apart is the breadth of perspective I bring. While my focus is on retirement plan strategy, I leverage a trusted network of professionals across benefits, compensation, and governance to help clients address interconnected challenges and opportunities, creating a seamless advisory experience that extends beyond the plan itself.At Wealthspire, I’m part of a team dedicated to holistic, values-based advising. Our mission is simple: to give plan sponsors the clarity and confidence they need to make decisions that drive financial well-being for their employees and sustainable success for their organizations.If you’re looking to strengthen your retirement program or benchmark your plan against best-in-class standards, let’s connect!Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through NFP Retirement, Inc. Kestra IS is not affiliated with NFP Retirement, Inc, a subsidiary of NFP.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of NFP Retirement, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (84••••••72).

Experience

1. Vice President, Advisory Services

   Wealthspire

   Nov 2025 — Present · Los Angeles, CA, US

   At Wealthspire Advisors, I serve as a Retirement Plan Advisor helping organizations design, manage, and optimize their employer-sponsored retirement plans. My focus is on developing customized, fiduciary-aligned, solutions that help plan sponsors lower cost, minimize liability, and enhance participant outcomes. While my primary expertise lies in qualified retirement plans - including 401(k), 403(b), and 457(b) programs - I collaborate closely with clients on broader areas of organizational success. This includes connecting them with trusted partners and subject matter experts across benefits, compensation, and risk management to ensure every decision supports their long-term goals.

Education

• Bronx High School of Science

  High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

  1980 — 1983

• Columbia University

  BA, Economics

  1983 — 1988

Skills

• Financial Services
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Private Equity
• Portfolio Management
• Financial Advisory
• Pensions
• Series 63
• Retirement
• Bonds
• Strategic Financial Planning
• Series 26
• Sales
• Wealth Management Services
• 401k
• Wealth Management
• Due Diligence
• Sales Presentations
• Institutional Investments
• Hedge Funds
• Finance
• Leadership
• Mutual Funds
• Asset Allocation
• Asset Managment
• Investments
• Equities
• Fixed Income
• Asset Management
• Bloomberg
• Series 6
• Insurance
• Series 24
• Series 82
• Investment Management
• Valuation
• Capital Markets
• Securities
• Financial Planning