At Sun Group Wealth Partners, Lisa leverages her extensive industry knowledge and passion for assisting clients and advisors in achieving their financial goals. Fluent in Chinese, she bridges cultural gaps, providing personalized and inclusive services that cater to a diverse clientele.
Lisa Zhu's professional story is one of continuous growth, excellence, and unwavering dedication to the principles of client service and operational efficiency in the dynamic world of wealth management.
Lisa Zhu is a Client Service Associate at Sun Group Wealth Partners, where her expertise and dedication have become indispensable to the firm's success. With a career that spans over ten years in the wealth management and securities industry, Lisa's journey is distinguished by her deep commitment to client satisfaction and operational excellence.
Before joining Sun Group Wealth Partners, Lisa gained valuable experience at Raymond James and CG Wealth Management, where she played a pivotal role in supporting financial advisors and enhancing client relationships. Her ability to consistently deliver high-quality service has been a cornerstone of her professional identity.
Client Services Associate