Wealth Partners
David Li

"I treat clients as an extension of my own family—always with urgency, respect and the highest integrity."

Awards and Industry Recognition

Featured in
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Forbes

America's Next Gen Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019

Financial Planning

Top 40 Under 40
2022 • 2021
About David Li

Welcome

My goal is to listen, anticipate, and provide exceptional service to my clients while helping them address the complexities of wealth. My motto is to treat clients as an extension of my own family – always with urgency, respect, and the highest integrity.

Meet Our Team

Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.