Lily Z.
Financial Planner | Helping tech professionals simplify equity, investments, and life’s big decisions
- Role
- Financial Advisor at Diversifi Capital Inc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lily Z.
I’m Lily Zhang, born and raised in the Bay Area. I believe in building strong, personal connections with clients to understand what truly matters to them because financial planning is never just about the numbers. As a Financial Planner at DiversiFi, I provide personalized financial planning services that evolve with a client’s life. I guide clients through budget optimization, developing an equity compensation strategy, tax planning, risk diversification, goal setting, and investment strategies tailored to their career stage and life goals. Who I Help & WhyI work with professionals and families at various stages of their financial journey. My typical clients are mid to senior-level employees and managers. Most of my clients have equity compensation and seek guidance on managing it effectively. Others are planning for significant life milestones, such as buying a home, starting a family, or retiring early. I’m motivated by helping clients align financial decisions with their values. It\'s rewarding to see them move from uncertainty to clarity, shifting from reacting to their finances to proactively and intentionally shaping their future with confidence.🧭 My ApproachI take a holistic and educational approach to financial planning. My goal is to empower clients to make informed decisions, reduce financial stress, and build a roadmap for long-term wealth. I view financial wellness as achieving a balance between enjoying the present and feeling secure about the future. About DiversiFiWe’re a team of fiduciary financial planners who specialize in advising families in tech. We help them navigate their equity compensation (RSUs, stock options, and private equity) by turning complexity into clear, actionable strategies that reflect their goals and priorities. A huge part of our work is helping households cut through the noise and their own behavioral biases, so decisions aren’t made reactively—they’re made intentionally, with your version of success driving every move.If you\'re navigating equity compensation, preparing for a significant life milestone, or looking to diversify your wealth intentionally, let\'s connect!
Experience
Financial Advisor
Oct 2020 — Present
Education
Boston University
Certificate Program, Financial Planning
2018 — 2020
University of California, Berkeley
BA, Cognitive Science
2006 — 2010
University of California, Berkeley
Bachelor's degree, Cognitive Science
Peking University
Certificate of Completion, Chinese Language
2005 — 2005
Skills
- Research
- Teaching
- General Ledger
- Data Analysis
- Matlab
- Databases
- Community Outreach
- Mandarin
- Account Reconciliation
- Access
- Bookkeeping
- Volunteer Management
- File Management
- Customer Service
- Social Networking
- Social Media
- Management
- Microsoft Excel
- Event Planning
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