LQ Financial

05/21/2026

A few of weeks ago I shared that I earned my CFP® certification, and I’ve since gotten a few questions about what that really means. One stat that stood out to me puts things into perspective:

~1.3M attorneys
~1M physicians
~670K CPAs
~100K CFA charter holders
~100K CFP® professionals

After 20 years in this field, I still believe learning never stops. Financial planning is complex, and continuing to invest in education is part of how I make sure I’m doing right for my clients. This designation builds on programs I’ve completed through Wharton, Columbia, and Harvard, and it’s another step in staying current and thoughtful in the advice I give.

I’m grateful for the trust of my clients, the support and mentorship from my firm, and the support of my family. Proud of the journey so far, and excited to keep going.

Discover how CFP Board’s annual Public Awareness Campaign increases...

04/28/2026

After 20 years in the financial planning field, I truly believe learning never stops. Our work can be complex, and staying current is essential to doing right by our clients. I’m excited to share that I’ve earned my CERTIFIED FINANCIAL PLANNER® designation, adding to my education that includes a Certificate in Retirement Planning from the Wharton School, Holistic Financial Coaching from Columbia University, and Asset Allocation & Wealth Management Strategies from Harvard University.

Every time I invest time in learning, I feel more confident in the guidance I provide and more grateful that I get to make a meaningful difference in my clients’ lives. That’s what makes all the hard work worthwhile. I’m incredibly thankful for the trust my clients have placed in me over the years, for the support and mentorship from my firm, and especially for my husband, Alex Bugeja, who stepped in with our young kids during many study-filled weekends leading up to the exam.

Grateful for the journey and excited for what’s ahead!

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, compet...

09/18/2025

Last week at Corner Wines and Wine Bar in Plano, our "Wine, Cheese, and Retirement Planning" event was fantastic! Guests enjoyed networking over fine wine and cheese, while gaining valuable insights on retirement planning.

A big thank you to Steve Ledner for his engaging talk, which left everyone more informed and confident about their financial futures. We appreciate everyone who joined us—it was a pleasure to see our clients and guests connect and learn together.

08/08/2025

Excited to Share Insights from the Asian Breakout Session at the 2025 Diversity Summit!

I had the honor of speaking at the Asian breakout session as one of the top advisors. Our topic, "Navigating Growth: Roundtable on Business Development Stages for Diverse Financial Practices," sparked valuable discussions and ideas. It was inspiring to see so many talented individuals come together, sharing their unique perspectives. I'm grateful to all the speakers (Philip Kim, Karan Chainani, Tokiko Uchiyama, Louis Jackson IV, Christina Vricella, Karen Kneeland, Amanda Montes, Brian Yun, and Chen Goldberger) and Equitable Advisors for fostering an environment that encourages diversity and inclusion.

We hope that our sharing and commitment to giving back to young advisors will inspire more success within our firm and the industry at large. We aim to inspire more advisors to join us at future meetings and continue this journey towards a great industry! Please join us at the next Diversity Summit!

08/04/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Seven Takeaways From a Dizzying Week For Markets". https://s3.amazonaws.com/static.contentres.com/media/documents/21edaa0d-804a-4f80-832b-a7ae9ea70165.pdf

07/31/2025

Back from the 2025 Diversity Summit in San Juan, Puerto Rico!

What an amazing experience! The conference offered engaging sessions, great networking, and the joy of connecting with advisors from diverse cultures. We learned, bonded, and grew together with our equitable family. Inspired by the commitment to diversity and inclusion, I'm excited to apply these insights moving forward.

07/28/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Economy in Uncharted Waters".https://s3.amazonaws.com/static.contentres.com/media/documents/933c6527-0491-45e9-bd5e-bd1a454c635d.pdf

07/22/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer".https://s3.amazonaws.com/static.contentres.com/media/documents/42048931-60f6-4966-b68b-dc10e461b16c.pdf

07/15/2025

A heartfelt thank you to all who joined our recent self-defense and financial planning event! We were thrilled to co-host with Underground Jiu Jitsu Yao, a studio dedicated to empowering individuals through discipline and self-defense.

At LQ Financial, we specialize in helping you achieve your financial goals with personalized planning and expert guidance. Just as self-defense requires preparation, so does financial success. 📸 Check out some highlights from the event below!

Discover more about our services:
• LQ Financial Website: www.lilyqian.com/
• Underground Jiu Jitsu: www.underground-bjj.com/

07/14/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty".https://s3.amazonaws.com/static.contentres.com/media/documents/3fa285f9-c6fe-4950-9608-30f030ecec25.pdf