Li Li, CFA, CIPM, CFP®, is a registered investment advisor at Forest Hills Financial Group (FHFG), where she combines her extensive background in data analysis and risk assessment with a holistic, personalized approach to insurance planning. Her mission is to empower individuals, families, and business owners with tailored strategies that align with their goals, protect theirwealth, and preserve their assets. Li Li takes pride in proactively identifying growth opportunities and crafting strategic roadmaps that evolve with her clients’ changing needs—helping them navigate complex financial landscapes with clarity and confidence.

Li Li holds a Bachelor of Arts in International Economics from Fudan University in Shanghai, a Master of Arts in Economics from Rutgers University, and is ABD (All But Dissertation) in Economics from the University of California, San Diego. She began her professional career as an Assistant Professor of Economics at Pace University, where she taught undergraduate courses and conducted research. In 2002, Li Li joined AT&T as a Financial Manager in the Customer Service department. Over the next 22 years, she held a range of leadership roles including Lead Financial Analyst, Chief Economist, and Lead Business Strategist for Capital Management and Business Intelligence. These roles sharpened her knowledge in financial modeling, strategic planning, team leadership, and data-driven decision-making.

Li Li always had a passion for teaching. In 2021, she returned to the classroom as an Adjunct Professor of Finance at Fei Tian College, where she taught principles of finance. Her transition into financial services was a natural one—combining her love of education with her financial knowledge to help clients pursue financial freedom. Now at FHFG, she leverages her unique skill set to deliver value and insight to every client she serves.

Li Li earned her designations of CFA, CIPM and CFP. She remains actively involved in the financial community as a member of the CFA Society of New York and the Financial Planning Association. Outside of work, Li Li is an avid practitioner of Falun Gong meditation and a dedicated community volunteer. She has earned the President’s Volunteer Service Award for eleven consecutive years in recognition of her ongoing service.

Originally from Fuzhou, a coastal city in southern China, Li Li now resides in Middletown, NY, with her husband Gregory. Their daughter, Victoria, is studying violin at Mannes School of Music in New York City.