The Malibu Wealth Planning Team

Lucy Qian brings a unique combination of financial expertise, entrepreneurial drive, and a commitment to client success to her role at Malibu Wealth Management. With a proven track record in retirement strategies and wealth preservation, she is dedicated to empowering clients to achieve financial freedom through innovative and tailored solutions.

Before joining Malibu Wealth Management, Lucy excelled at a leading alternative assets investment firm in Los Angeles, generating $11 million in revenue within her first seven months. Her entrepreneurial background stems from co-founding a medical clinic and ambulatory surgical center in Alaska, where she played a pivotal role in launching and managing a multimillion-dollar healthcare facility. Lucy oversaw business development, clinical administration, marketing, and patient relationship management while mentoring a multidisciplinary team and ensuring efficient operations. Her expertise in strategic growth and complex negotiations was further honed during her early career in Australia’s digital marketing industry.

A dual citizen of the United States and Australia, Lucy holds a Master’s degree in Psychology with a specialization in coaching from JFK University, and a Bachelor of Commerce in Marketing and International Business from the University of Sydney. She is also a licensed insurance producer in multiple states, specializing in Indexed Universal Life products and annuities, helping clients secure guaranteed income and financial independence.

Outside of her professional endeavors, Lucy’s passion for innovation and personal growth is reflected in her pursuits as a classically trained pianist who has performed at Carnegie Hall and collaborated with the Fort Worth Symphony Orchestra. With a global perspective and exceptional cross-cultural communication skills, Lucy delivers unparalleled service and guidance to clients at Malibu Wealth Management.