Andy Li
Financial Planning Resident
As the son of parents who immigrated to the United States seeking better opportunities, Andy grew up with a deep appreciation for the value of hard work and financial wisdom. His upbringing inspired him to explore ways to help his family and others build a secure financial future.
Andy’s passion for financial planning took shape during his college years, when a Personal Finance class ignited his interest in helping others navigate their financial lives. He graduated Summa Cum Laude from the University of Georgia, earning both a Bachelor of Science in Financial Planning and a Master of Science in Behavioral Financial Planning.
Having passed the Certified Financial Planner ® Exam, Andy is currently completing the experience hours required to officially use the CFP designation. He joined MFC in 2024 as the firm’s second resident and is dedicated to combining his education and practical experience to empower clients in achieving their financial aspirations.
Outside of work, Andy enjoys immersing himself in the worlds of fantasy and science fiction novels. These literary adventures not only spark his creativity but also provide a refreshing balance to his detail-oriented profession.
Client Focus:
Andy is passionate about understanding each client's story and aspirations. He believes that by helping clients explore their relationship with money, they can make financial decisions that truly reflect their values and priorities.