Team

Ellen Li, MSBA, CFP® is a wealth advisor at Financial Alternatives, Inc. In addition to her duties at the firm, she is currently working toward becoming a CPA.

Upon graduation from SDSU, Ellen worked as an intern at Financial Alternatives, Inc. She then worked for another fee-only advisory firm in San Diego for two years before returning to Financial Alternatives, Inc. in 2010. Ellen is involved in both the financial planning and investment management divisions of the firm.

Ellen was born and raised in Taiwan and she speaks five languages: English, Mandarin, Japanese, Cantonese, and Taiwanese. In her spare time, Ellen enjoys tennis, swimming, travel, photography, and spending quality time with her husband, family, and friends.

Contact
(858) 459-8289 ext. 303
ellen@financialalternatives.com

Credentials
Certified Financial Planner™

Education
M.S.B.A Financial & Tax Planning
M.S.B.A International Business
San Diego State University

Memberships
Financial Planning Association (FPA)