Ellen Li
Financial Advisor CFP® at Financial Alternatives, Inc. | San Diego County, California, United States
Ellen Li’s Email & Phone Number
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Financial Advisor CFP® at Financial Alternatives, Inc. in May 2010 - Present
Financial Para Planner/Client Services Account Administrator at Hokanson Associates in February 2008 - May 2010
Intern at Financial Alternatives, Inc. in January 2007 - January 2008
We are a Fee-Only advisory firm that provides Wealth Management Services to successful families and professionals. This website provides general information about us and our service approach - with access to additional information - and is not intended to offer investment or financial planning advice. The publication of our web site on the Internet should not be construed as our solicitation to effect securities transactions, or the offering of personalized advice over the Internet. For more disclosures please refer here: https://www.financialalternatives.com/disclosure
Discover more about Financial Alternatives, Inc.
Next-Gen Financial Trailblazer~ Empowering Futures through Education & Innovation
Basketball Skills Trainer at Self-employed
(May 2018 – Present)
Partner and Lead Financial Advisor at Financial Alternatives, Inc.
Partner / Lead Advisor at Financial Alternatives, Inc.
(July 2021 – Present)
Thoughtful financial advice for successful families and professionals
Financial Advisor / COO at Financial Alternatives, Inc.
(June 2002 – Present)
Founder Financial Alternatives, Inc. Integrated Wealth Management for Executives, Retirees, Families of Inherited Wealth
President, Financial Advisor, Financial Planner, Life Planner, Wealth Manager, Portfolio Manager, at Financial Alternatives, Inc.
(January 1991 – Present)
Operations and Client Services at Financial Alternatives, Inc.
Operations and Client Services at Hillegas Advisory Services
(October 2006 – Present)
Talented, effective and efficient accounting professional with a can-do attitude.
Operations Associate at Financial Alternatives, Inc.
(July 2020 – Present)
What is Ellen Li email address?
Email Ellen Li at [email protected] and [email protected]. This email is the most updated Ellen Li's email found in 2026.
How to contact Ellen Li?
To contact Ellen Li send an email to [email protected] or [email protected].
What company does Ellen Li work for?
Ellen Li works for Financial Alternatives, Inc..
What is Ellen Li's role at Financial Alternatives, Inc.?
Ellen Li is Financial Advisor CFP®
What industry does Ellen Li work in?
Ellen Li works in the Financial Services industry.
