Shuo Li
Financial Planner at Prudential Financial
Based in Washington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Washington
Industry
Financial Services
Company size
26K
Contact information
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s•••••••@prudential.com
Phone
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Background
About Shuo Li
With a solid educational foundation in Business Management and Finance from Purdue University, my transition into the financial sector has been marked by a steadfast dedication to excellence. As a Financial Planner at Prudential Financial, I bring a wealth of knowledge and expertise, particularly in family wealth management—skills honed over years of service at Charles Schwab. Holding esteemed certifications like CFP and CIMA, my approach combines rigorous analysis with strategic new business development, ensuring clients receive comprehensive financial advisory services. Our team's commitment is to empower families in achieving their long-term financial aspirations.
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