What is your favorite part about your role?
I really enjoy helping others with organization and I get to do that with Kevin and Valerie.
What does financial success look like to you?
Remaining financially independent until the end!
How do you like your coffee?
With oak milk and sweetened with honey!
Lily Figueroa joined the Oakwood Wealth Partners Team in late 2019. She works as an assistant to Valerie Esteban and Kevin Campbell, helping them with client communications, processing business and preparing paperwork.
Lily was born and raised in Coachella Valley, then moved to Orange County to attend Cal State Fullerton. She graduated with a Bachelor of Arts degree with a concentration in General Management in 2018. Prior to joining our team, she worked in accounts payable.
Lily and her husband Isaac got married in 2019 and currently live in San Jacinto. She loves to spend her free time playing piano and singing at church.