Christian Li is a founding member and the Vice-President of The Advisory Group, as well as a Registered Representative with LPL Financial. 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 held with LPL Financial:
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 The Advisory 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.