About Us

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JPL Wealth, based in Austin, Texas, is a registered investment advisory firm providing holistic, fee-based advisory services.  As fiduciaries, our primary objective is to serve your best interests. We offer a wide range of services, investment options tailored to help you grow, manage, and safeguard your wealth.  We  have your best interest as our focus. 

Lily's journey in finance was inspired by personal experiences. Losing her father at 14, she watched her mother navigate single parenthood with strength and resilience. Determined to make a difference, Lily founded JPL Wealth Management Inc. and JPL Financial and Insurance Services Inc. With over 20 years of experience, Lily empowers women to grow, protect their wealth, and find peace of mind through personalized financial planning and astute investment management.

Lily earned her Bachelor of Social Sciences degree with honors in Economics, Magna Cum Laude, from the University of California, Irvine. She holds multiple financial securities licenses, along with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Her mission is clear: to ensure every woman has the tools and support needed to achieve true financial independence. Together, let's rewrite the narrative, empowering women to thrive and flourish, even in the face of adversity.

After more than 30 years in Los Angeles, California, Lily and her family made the move to Austin in 2022. They now call Austin home, living with their three children. As a family, they cherish listening to and watching theater musicals, hiking, camping, and indulging in diverse cultural cuisines.

In her free time, Lily delights in reading, gardening, discovering medicinal herbs, and tending to their chickens.