Senior Client Success Manager
Li serves as Senior Client Success Manager at Facet Wealth. She has many years success working as a Client Relationship Manager for multi-national banking institutions. Li obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a CFA level II candidate. As a technically competent and service-minded professional, Li is passionate about maximizing clients’ potential through comprehensive financial planning. Her clients will tell you that she is committed to total service excellence in order to make tangible and positive impact on clients’ financial wellness. Li is fluent in English and Mandarin Chinese.
Education: Sichuan International Studies University(BA)
“Strange is our situation here upon earth. Each of us comes for a short visit, not knowing why, yet sometimes seeming to a divine purpose. From the standpoint of daily life, however, there is one thing we do know: That we are here for the sake of other men —above all for those upon whose smile and well-being our own happiness depends, for the countless unknown souls with whose fate we are connected by a bond of sympathy.”— Albert Einstein
Get to know Li
Living on the north shore of Long Island, my family loves boating and adventure.
Cheers to life with my husband!
Skiing at Park City, UT.
Traveling at Venice, Italy.
What's the coolest thing you're working on right now?
Helping my 7 year old daughter to start a business by selling her craftwork and donate the proceeds to her school.
What is your favorite family tradition?
Taking boating trips with family and exploring charming towns\cities on Long Island Sound
What's the craziest thing you've ever done?
Getting my scuba diving license in Philippines before I was a good swimmer.
If you could visit anywhere in the world you've never been, where would you go?
Go scuba diving at Great Barrier Reef.