Greater San Diego, CA - Li Tian, PhD, CFP®

Greater San Diego, CA - Li Tian, PhD, CFP®

CERTIFIED FINANCIAL PLANNER™

Li Tian, Ph.D, CFP® is an LPL Investment Advisor Representative who has been dedicated to learning and serving others in the financial industry since 2012, when she started her transition from biotechnology field as a business executive. Her passion for helping others grew as she helped individuals and families to build stronger financial foundations for their future. She enjoyed educating people on all matters related to finance, in helping her clients as well as teaching the general public.

Dr. Li is a strong believer in holistic financial planning, which led to her obtaining the CFP® certification. She believes that the investment strategies, tax strategies and estate planning, including life, disability, and long-term care insurances, as well as retirement planning, college planning, should serve one’s overall financial goals. And that everyone should have a clear financial strategy so they can enjoy their lives to the fullest extent.

Dr. Li obtained her Ph.D. from School of Medicine of University of Southern California, and her Bachelor of Science degree from University of Science and Technology of China. She is married with two wonderful adult children, and enjoys swimming, traveling, and volunteering. She and her family have lived in the North San Diego County since 2005.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.