Our Team – Yanxiao “Chloe” Li

Yanxiao “Chloe” Li, CFP®, CPA
Associate Wealth Advisor

Chloe started her career in the Deloitte tax group in Denver office and then spent two years in its San Francisco office private wealth group, advising high-net-worth individuals, corporate executives and owners of closely-held businesses on tax compliance and comprehensive tax planning solutions. She has assisted clients with a wide range of issues including individual income taxation, gift and estate tax planning matters, fiduciary income taxation, cross-border tax planning and reporting, and tax-exempt entity 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 member of the American Institute of Certified Public Accounts (AICPA) and a Certified Public Accountant (CPA) in California and Colorado.

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.