Silicon Valley

Yanxiao “Chloe” Li

CFP®, CPA

Senior Associate Wealth Advisor

1550 El Camino Real, Suite 100
Menlo Park, CA 94025

Yanxiao “Chloe” Li

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Yanxiao “Chloe” Li

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPA – Certified Public Accountant

About Yanxiao “Chloe”

Chloe’s expertise spans individual income tax, gift and estate planning, fiduciary income tax, and private foundations tax reporting. She began her career in Deloitte’s tax group. She advised high-net-worth individuals, corporate executives, and closely held business owners on tax compliance and planning.

Chloe was born and raised in Shandong, China. In her spare time she enjoys tennis, skiing, traveling, spending time in the mountains, and wandering through museums.

Education and Professional Milestones

  • University of Denver – bachelor’s degree in accounting with a minor in information analytics
  • University of Denver – Daniels College of Business – master’s degree