Mei Li is the founder and president of Li Financial Services, an independent financial planning and registered investment advisory practice located in Westport , Connecticut. She has served in the financial industry for over a decade after working ten years as an aerospace engineer.
Her education background includes a Bachelor's in engineering and a M.B.A in finance. Certification include Certified Financial Planner ( CFP), and investment advisor with Securites 6, 7, 63 and 65. She holds licenses in insurance for New York, New Jersey and Connecticut.
She believes that educating our clients is a top priority because it enables them to understand the financial implications of alternative financial choices and their risk tolerance. She guides our clients in making informed decisions in dealing with the challenges of today's economic environment.
Mei Li resides in Westport, Connecticut with her family. She has volunteered as a tax counselor for AARP since 2015. As an outdoor and health enthusiast, Mei Li enjoys hiking, walking, and practicing yoga.
Founder & President
This is should be a prospective customer's number one call to action, e.g., requesting a quote or perusing your product catalog.