Advisor profile


My approach

Vicki W Li - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Vicki W Li - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

Education

  • Baruch College - Bachelors in Finance

Interests

Travel; hiking; gardening; dancing; cooking; table tennis...

Previous experience

  • IDS Life Insurance Company, 2003 - 2006