Chris started as a Financial Analyst before selecting financial planning, and was awarded his CERTIFIED FINANCIAL PLANNER™ certification in 1989. He offers expertise in estate planning, comprehensive financial planning, personal and business risk management and modern portfolio theory, which helps him design sophisticated investment allocation strategies for clients.
Credentials:
- Chris was awarded the CERTIFIED FIANCIAL PLANNER™ certification in 1989
- Securities licenses include FINRA Series 7, 63 and 65 (held at LPL Financial)
- California Insurance License Number 0712454
- BA in Economics and Philosophy from the University of Redlands.
Insurance Disclosure:
Christian F. Li is domiciled in CA. CA Insurance License #0712454. Principal place of business is 20955 Pathfinder Road, Suite 110, Diamond Bar, CA 91765.