If you have been considering financial planning, you have come to the right place. Our finances can be a source of great stress 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, and that is where I would love to come in. I find joy in others' joy.


I have 11 years of experience in the financial services industry, with a B.S. in Accounting from the University at Buffalo. As a lifelong learner, I am always eager to meld what I am continuously learning to improve people’s lives. I am inspired by helping people reach joy in their lives by determining their goals and achieving what they have set out to do. My mission is to help you find success through financial planning and reach what gives you joy.


While there are so many ways financial planning can benefit your life and protect you from life’s bumps, it can be scary to navigate in the fear of making a mistake or that there are unscrupulous forces that can take advantage of you as well. When we are working together, you can expect from me the utmost professionalism with a strong dose of humanity - finances do not need to be cold! You can expect experience, humility, a lack of judgment about your background or lifestyle, and an eagerness to help you understand your financial life along the way. As a fee-only financial advisor, I will always have your very best interest at heart, and I will always celebrate your successes along the way.


Your Fee-Only Financial PLanner:

ZHI LI

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