Ellen Li Email & Phone Number
Financial Advisor CFP®
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Ellen Li Location
- California, United States
Ellen Li Work
- Financial Advisor CFP® @ Financial Alternatives, Inc. (May 2010 - Present)
- Financial Para Planner and Client Services Account Administrator @ Hokanson Associates (February 2008 - May 2010)
- Intern @ Financial Alternatives, Inc. (January 2007 - January 2008)
Ellen Li Education
- San Diego State University
MSBA (Financial and Tax Planning)
2005-2007 - San Diego State University
MSBA (International Business)
2005-2007 - National Chengchi University
BA (English Literature)
1998-2002 - Carleton University
(Study Abroad)
2000-2001
Ellen Li Skills
- Wealth Management
- SAN
Ellen Li Summary
- Ellen Li, based in California, United States, is currently a Financial Advisor CFP® at Financial Alternatives, Inc.. Ellen Li brings experience from previous roles at Hokanson Associates and Financial Alternatives, Inc.. Ellen Li holds a 2005 - 2007 MSBA in Financial and Tax Planning @ San Diego State University. With a robust skill set that includes Wealth Management, SAN and more. Ellen Li has 1 emails on RocketReach.
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