Lillian Appleby

I'm Lillian Appleby, your financial partner in empowering your dreams and securing your future to financial well-being.

Are you overwhelmed by the myriad of financial decisions you face every day, from investments to taxes, insurance to estate planning? It's okay; there are no one-size-fits-all answers to these complex questions. I'm here to guide you on your financial journey with a personal touch.

For over three decades, I've dedicated myself to helping individuals, families, corporations, and small businesses pursue their financial dreams. My approach revolves around comprehensive wealth management and retirement planning. Sure, each financial aspect is vital on its own, but it's when we tackle them all together that we pave the way for your overall financial success.

My mission is simple: to provide you with customized and sound financial strategies that empower you to reach your life goals. Whether it's conservative investing, tax management, insurance coverage, or crafting a legacy for your loved ones, I've got you covered.

I'm not just another financial advisor; I'm your partner in building financial stability and securing your future. My expertise spans a wide range of financial products and services, including equities, fixed income, insurance, annuities, retirement plans, and sophisticated investment strategies.

Currently, I am a registered Principal and Branch Manager at LPL Financial. My journey in the financial world started back in the late '80s at Shearson Lehman Hutton, and I've since worked with esteemed institutions like Sutro & Company (now RBC Dain Rauscher) and PaineWebber (now UBS Financial Services).

Beyond finance, I'm deeply involved in my community and have served in various leadership roles, including President, State Representative, and Treasurer for the National Women's Political Caucus- LA-Westside Chapter. I'm also proud to contribute financial insights through my blogs on NoHoArtsDistrict.com.

I hold a Bachelor of Arts in Economics with a focus on Finance from California State University, Northridge. My commitment to continuous learning led me to achieve certifications like the Certified 401(k) Professional (C(k)P) Designation, Professional Plan Consultant (PPC) Designation, and Personal Financial Planning Professional (PFP) Designation.

Rest assured, I'm well-versed in the world of finance, holding several registrations through LPL Financial. But what truly sets me apart is my dedication to helping you navigate your financial journey with a personal touch. Let's embark on this journey together, building a brighter financial future, one step at a time.