Yanxiao “Chloe” Li, CFP®, CPA
Associate Wealth Advisor
Chloe 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. Her expertise spans individual income tax, gift and estate planning, fiduciary income tax, and private foundations tax reporting.
Chloe graduated from the University of Denver – Daniels College of Business with a Master’s degree and a B.S. in Accounting and a minor in Information Analytics. She is a Certified Public Accountant (CPA) in California and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
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.
