Li has spent over a decade in the financial industry serving clients as their investment advisor and retirement manager. His knowledge spans across a wide range of financial products including stocks, mutual funds, ETF, bonds, fixed-income, derivatives, alternative investments, retirement plans, insurance, annuity, and more. He believes in a simple rule that every client has unique needs, and a customized portfolio based on a strong relationship with the client will always prove to be the most optimal.

Li is a UF Gator with a MS degree, he holds FINRA Series 6,7,63,65 licenses, and life insurance license in CA#4023071 & FL#G236165.

Fluent in English, Mandarin, Cantonese.