Ellen Li becomes a partner at Financial Alternatives

I am proud to announce that Ellen is now a Shareholder Partner with Financial Alternatives. She has been with us for over eleven years, and we are excited that she has achieved this next step with the firm.

Ellen truly has a passion for helping clients reach their financial goals. She is also a consummate team player, always willing to pitch in and help her teammates. Ellen spends most of her time in the financial planning department, but she also assists with portfolio trading and rebalancing. As Ellen joined us over 11 years ago, she has been exposed to all aspects of the firm and therefore is able to assist as needed in any area of the business making her an invaluable asset.

Ellen is also a dedicated mother and wife as well as a highly skilled rock and mountain climber. Whenever she goes away on one of her weekend climbing trips we always hold our breath. And she comes back with amazing pictures which is another one of her hobbies – photography.

We are grateful for all your hard work and effort over the years Ellen, and we look forward to you being a leader for many years to come.

Congratulations!