Li joined Frisch Financial in 2025, bringing with her a decade of wealth management experience. She prides herself on balancing the big picture with the details—helping clients translate their goals into clear, actionable financial plans. She knows that no two clients are the same and takes great satisfaction in learning each individual’s story, then tailoring strategies that fit their unique circumstances.
Before joining Frisch, Li worked as an advisor at large multinational banks as well as boutique Registered Investment Advisory firms, where she specialized in comprehensive financial planning and tax-efficient wealth strategies.
She earned her B.A. from Sichuan International Studies University in China and completed the Certified Financial Planner™ program at New York University’s School of Professional Studies.
When she’s not helping clients plan their financial futures, you can find her playing tennis or boating with her husband and their two children.
