Christian F. Li, CFP®

Vice President, Senior Associate
Investment Advisor Representative

Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with FSC Securities Corporation.  He has extensive knowledge in comprehensive financial planning, estate planning, personal and business risk management, and modern portfolio theory, which helps him design sophisticated investment allocation strategies for clients.

Mr. Li started as a Financial Analyst before selecting financial planning, and was awarded his CERTIFIED FINANCIAL PLANNER™ certification in 1989.  He is also a Certified Plan Fiduciary Advisor (CPFA) issued by National Association of Plan Advisors.

Mr. Li has the following credentials:

  • Securities:
    • Series 7
    • Series 63
    • Series 65
  • Insurance: California Life Insurance License Number 0712454
    • Life and Disability
    • Annuities

His experience includes the development of a regional insurance brokerage company, providing a competitive edge in helping clients find coverage to meet their insurance needs.  Mr. Li holds a B.A. in Economics and Philosophy from the University of Redlands.

Mr. Li fills the positions of Chief Investment Officer (CIO) and Chief Financial Officer (CFO) for TheAdvisory Group.  In addition to his position as the Vice-President of The Advisory Group, Mr. Li is also the corporate Treasurer.

Mr. Li is registered to provide Securities services in the following states: Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Massachusetts, Maryland, New Hampshire, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia, Washington, Wisconsin, and Wyoming.

Phone x206