Lilly Sisowath Email & Phone Number

I am a licensed Financial Services Professional at Oladipo Wealth Management, a financial planning and investment management firm.I have over 20 years of experience in the financial services industry, previously as a Branch Manager, Investment Consultant and Home Mortgage Consultant with Wells Fargo, working with a variety of clients, from individuals to businesses, to help them achieve their financial goals. What I love most about my role is building relationships with my clients; understanding their needs and providing comprehensive solutions and strategies to their specific needs while maintaining the highest level of professionalism and care. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Retirement income solutions• Estate strategies• Employee benefit and retention services • Business continuation strategiesI have MBA with an emphasis in Finance from Pepperdine University. I'm a California native and now live in Long Island, New York. Away from the office, you can find me traveling, working out and spending time with family and friends.

Listed skills include Mortgage Lending, Refinance, Finance, Investments, and 18 others.