Broker Check
Lily Qian, MBA

Lily Qian, MBA

Financial Consultant

As an Equitable Advisors financial professional and an active member of the Dallas, Texas community, I am dedicated to helping individuals and businesses build their financial futures. In early 2012, I established LQ Financial, LLC which is MBE (Minority Business Enterprise) certified.

My business career began in China, but I have since moved to the U.S. and expanded my horizons into the field of financial services in 2003. With my international background, I am very comfortable working with people from various ethnicities. To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams of the following:

  • FINRA Securities Registration Series 7 – Registered Representative
  • FINRA Securities Registration Series 66 – Investment Advisor Representative
  • Life, Accident and Health Insurance Licenses
  • Certificate Program in Financial Planning from Southern Methodist University in Dallas (2009)
  • Wharton Certificate in Retirement Planning in Pennsylvania (2010)
  • Equitable Harvard Institute Certificate in Wealth Management Strategies in Boston (2012)
  • Certification from Columbia University in holistic financial coaching (2023)
  • Current Qualified Member of the Million Dollar Round Table (MDRT)

My academic achievements include:

  • Bachelor of Business Administration from the Sichuan University, China
  • Master of Business Administration from the University of Texas at Arlington
  • Master of Information Systems from the University of Texas at Arlington

My professional recognitions include the Fast Starter Award, National Leaders Corp, Centurion Award, Bronze Eagle, and Hall of Fame. My other honors and recognitions include various community service awards and selection by the China Fortune magazine in 2009 as one of the Most Successful Chinese Financial Professionals Globally.

Maintaining a strong sense of community and a solid professional foundation are also very important to me. My community activities and professional affiliations include:

  • Founder of the Sichuanese Association
  • Member of US – China Chamber of Commerce Dallas
  • Club member of Texas Legends

My education, experience and professional affiliations have fostered my practical, client-focused approach to offering financial strategies services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Over the years, I have also developed a focus in:

Individuals:

  • Estate Planning Strategies- As your success and wealth accumulate, so does the complexity of passing it on to the people and causes dear to you. I work with legal and tax advisors to help design and implement strategies for individuals and business owners, including those with international assets.
  • Cash Balance Plans- high-income business owners who want to deduct and defer income tax over $70,000.

Businesses:

  • Retirement Planning- 401(k), SEP, Defined Benefit and Profit-Sharing plans.
  • Insurance Planning- Group health, life and disability insurance.
  • Succession Planning- Key man coverage and buy-sell agreements. 

With experience advising on a wide variety of planning, I hope there is something I can do to help you achieve your financial goals.

Please see my contact information to set up an appointment.

Thank you for visiting.