Finance to Philanthropy: Lily Fallah's Inspiring Journey

Carlsbad: People, Purpose and Impact

Have you ever wondered how a childhood interest in finance can transform into a lifelong passion for helping families with special needs? Join me, as I sit down with the remarkable Lily Fallah from Guide My Finances. In this episode of Carlsbad: People, Purpose and Impact, we explore Lily's fascinating journey from her Southern California roots to becoming a Chartered Special Needs Consultant.

Lily's story is truly inspiring. We delve into her career shift from working with financial giants like Morgan Stanley to embracing the flexibility of a boutique firm, allowing her to focus on her true calling. Her dedication to advocating for individuals with disabilities shines through her work with The Arc of San Diego, where she serves as a board member and treasurer.

But it's not all business! Lily shares her personal joys, including her recent engagement and adventures in Greece, as well as her love for community and nature. Discover how Lily blends her professional expertise with personal passions to make a significant impact in Carlsbad.

Tune in to hear how Lily is changing lives, one financial plan at a time! And don't forget to reach out to her for personalized financial guidance.

Lily Fallah's Bio:

My career in the financial services industry began in 2016. I've had the privilege of assisting both high-net-worth individuals and the business sector. My areas of expertise are diverse, covering everything from strategic 401(k) planning and tailored retirement strategies to customized portfolio management.

I enjoy every facet of my career and the area I find the most fulfilling is my work within the Special Needs community. This personal calling led me to earn the Chartered Special Needs Consultant® designation (ChSNC®) and I'm honored to be among a select group of financial advisors in the United States who hold this credential.

As a Chartered Special Needs Consultant (ChSNC®), my focus centers on supporting the disabled community with educated expertise, including:

Evaluating a child's eligibility for crucial government benefits such as Supplemental Security Income (SSI), Social Security Disability Benefits, Medicare, Medicaid, and more.

Cultivating essential relationships with referral partners like estate planning attorneys, insurance brokers, and CPAs with specialized knowledge in serving the disabled community.

Navigating the management of assets within special needs trusts to ensure meticulous financial oversight.

Creating comprehensive, tailor-made financial plans that span both the client's and their disabled child's lifetimes.

My work in this community extends outside of the office. I'm proud to be an active contributor to The Arc of San Diego, a distinguished provider of special needs services. My involvement as a board member, Treasurer, and Chairman of the Investment & Finance Committee has given me a greater understanding of the needs of the families I support and extended my network of resources.

Beyond the world of numbers and strategies, you'll find me enjoying my friends and family, traveling and exploring.

Connect with Lily:
Email: [e-mail]
Website: guidemyfinances.com
LinkedIn: Lily Fallah

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Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting