Zhi Min Li (CFP®)

Zhi Min Li focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Middle Income Client Needs

Millennials

Novice Investors

Planning Specialties

We love working with new parents and helping them manage the less known but super important financial areas in their lives so that they can spend more time enjoying their children. We love working with young adults and helping them make decisions early in their lives that will pay off in big ways later in life. We love working with folks who experience sudden financial windfalls and helping them create a plan with the newly acquired wealth that won't lead to regret.

Additional Information

I am a big history geek (Church history fascinates me) I’m always down for a great sport narrative (Derek Redmond, you're an inspiration) and I’ve been moved to tears by more Pixar movies than I’d like to admit. (My wife still teases me about them). When I’m not rooting for the underdog, or trying to get my daughter to enjoy books as much as I do, you can find me enjoying Saturday morning breakfasts with my wife. If you have been considering financial planning, you have come to the right place. Our finances can be a source of shame and anxiety, but they can also be a source of so much joy when they allow us to do the very things that satisfy us - traveling, learning, spending time with loved ones, or supporting great causes, just to name a few. I have been on both sides of that coin. I know what it’s like to feel overwhelmed by “finance stuff” and would like nothing better than to do something, anything else. I also know the sense of satisfaction that comes when our “finance stuff’ is under control and working for the life we want to live to live instead of the life we are pressured to live. I graduated with a degree in Accounting (Best decision of my life) and spent 11 yrs in the Financial Services Industry. As a lifelong learner, I am always eager to bring what I am continuously learning to improve people’s lives. I am inspired to help individuals and families reach joy in their lives by helping them discover their goals and walking with them to crush what they set out to do. My mission is to help you feel proud of your finances and in control of your life.