Shuo Li Email & Phone Number
Founder-CEO @ Allset Wealth
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Shuo Li Location
- Washington, DC, US
Shuo Li Work
- Founder-CEO @ (May 2025 - Present)
- Financial Planner @ (December 2023 - Present)
- VP - Financial Consultant @ (November 2020 - July 2023)
- Associate Financial Consultant @ (September 2019 - November 2020)
- Sr Specialist, Associate Private Client Advisor @ (February 2018 - September 2019)
- High Net Worth Sr Specialist @ (June 2017 - February 2018)
- Financial Services Professional @ (February 2016 - June 2017)
Shuo Li Education
- Purdue University
Bachelor's degree (Finance, General)
2011-2015
Shuo Li Skills
- Business Development
- Certified Financial Planner
- Communication
- Critical Thinking
- Family Wealth Management
- Financial Advisory
- High-Net-Worth Individuals (HNWI)
- Independent Financial Advice
- Investment Management
- New Business Development
- Oral Communication
- Presentations
- Retirement Planning
- Retirement Planning
- Thinking Skills
- Wealth Management
- Wealth Management Services
- Wealth Preservation
Shuo Li Summary
- Shuo Li, based in Washington, DC, US, is currently a Founder-CEO at Allset Wealth. Shuo Li brings experience from previous roles at Prudential Financial and Charles Schwab. Shuo Li holds a 2011 - 2015 Bachelor's degree in Finance, General @ Purdue University. With a robust skill set that includes Business Development, Certified Financial Planner, Communication, Critical Thinking, Family Wealth Management and more. Shuo Li has 4 emails and 4 mobile phone numbers on RocketReach.
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