Your Financial Planner: Zhi Li, CFP®

I am a big history geek (Church history fascinates me) I’m always down for a great sport narrative (Derek Redmond, you're an inspiration) and I’ve been moved to tears by more Pixar movies than I’d like to admit. (My wife still teases me about them). When I’m not rooting for the underdog, or trying to get my daughter to enjoy books as much as I do, you can find me enjoying Saturday morning breakfasts with my wife.

If you have been considering financial planning, you have come to the right place. Our finances can be a source of shame and anxiety, but they can also be a source of so much joy when they allow us to do the very things that satisfy us - traveling, learning, spending time with loved ones, or supporting great causes, just to name a few. I have been on both sides of that coin. I know what it’s like to feel overwhelmed by “finance stuff” and would like nothing better than to do something, anything else. I also know the sense of satisfaction that comes when our “finance stuff’ is under control and working for the life we want to live to live instead of the life we are pressured to live.

As a lifelong learner, I am always eager to bring what I am continuously learning to improve people’s lives. My passion is to help individuals and families experience joy in their lives by helping them identify what truly matters to them and providing the financial roadmap to acheive it. My mission is to help you feel proud of your finances and in control of your life.

When we are working together, you can expect from me professionalism with a strong dose of humanity (finances do not need to be cold) and humor (finances do not need to be bland) You can expect humility, empathy, experience, and excitement to help you strengthen your financial wellness.

I am a CERTIFIED FINANCIAL PLANNER™ and as a CFP® I hold to a Fiduciary standard when providing financial planning. I am a member of the National Association of Personal Financial Advisors (NAPFA), a leading professional association of Fee-Only financial advisors. I’m also a member of the XY Planning Network, a leading organization of fee-only financial advisors that focuses on working with Generation X and Generation Y Clients. Finally, I’m also a member of the Fee-Only Network, a dedicated network of Fee-Only financial advisors. As I continue to grow my craft, you can look forward to more professional designations and affliations.