Jennifer Li, CFP®, EA, CAP®, CExP™

California State Icon West Los Angeles, California
Director of Financial Planning
Enrolled Agent
Chartered Advisor of Philanthropy
Certified Exit Planner
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About Jennifer

Jennifer Li is a Senior Financial Planner at EP Wealth Advisors. Her focus is on working with individuals to navigate the goals and complexities of their financial situations, from budgeting for the coming month, to long-term saving strategies for retirement. Through financial planning, Jennifer hopes to make an impact on people’s lives, exposing the potential of any given financial position, and sharing her passion along the way. Her approach centers on financial wellness, allowing individuals to feel confident in managing their hard-earned dollars, as well as motivating and empowering them to make their way through the often intimidating waters of personal finance. As a holder of the Chartered Advisor of Philanthropy (CAP®) designation, Jennifer specializes in helping clients articulate and advance their highest aspirations for self, family, and achieving social impact. Collaborating with a network of trusted professionals, Jennifer shapes a client's vision of leaving a legacy and successfully transferring wealth to the next generation. Jennifer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is a licensed Enrolled Agent (EA). She graduated with a Bachelor of Arts degree in Cello Performance from the University of California, Los Angeles (UCLA). She is an active member of Los Angeles Chapter of the Financial Planning Association (FPA) and participates annually in volunteering at the Los Angeles Public Library Financial Literacy Day to provide financial counseling to the general public. As an alumna of the local nonprofits American Youth Symphony and Young Musicians Foundation, Jennifer seeks to increase access to classical music and champions financial literacy for artists and musicians. In her free time, Jennifer enjoys presenting and performing outreach concerts in the greater Los Angeles community.

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University of California , Los Angeles, B.A., Cello Performance

How can Jennifer help?


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Financial Tip

Albert Einstein once said "compound interest is the eighth wonder of the world." Start small by automating your savings at 5% of your income and increase it by 1% each year (or when you have an increase in your pay) until you get to 20%. The sooner you start, the easier saving becomes.