Li Chien

About Li Chien

I work at the intersection of academic rigor and real-world ownership strategy, where leadership decisions shape enterprise value and long-term legacy.As an educator and practitioner, I design experiential learning that advances student readiness and aligns curriculum with the evolving dynamics of financial planning. I partner with industry leaders and advisory firms to ensure professional standards reflect modern practice, not theory alone.My work extends beyond the classroom.I coach women business owners through succession, leadership transitions, and high-stakes decisions. Many owners build successful enterprises yet lack systematic guidance when preparing for ownership continuity, internal transfer, or next-generation leadership. I bring disciplined succession frameworks together with executive coaching to move leaders from uncertainty to intentional strategy.Through leadership development and structured mentoring, I strengthen decision clarity, ethical judgment, and long-term confidence. Whether leading future advisors or established owners, my focus is consistent: align strategy, leadership, and legacy so transition success is intentional.Top SkillsSuccession Planning | Executive Coaching | Business Owner Advisor | Leadership Development | Business Transition Strategy If you’re ready to design the next chapter that reflects both your success and your values, let’s talk. j••••@divprocoach.com or (70••••••78.

Experience

1. Succession Program Director

   Value Growth Institute

   Aug 2009 — Present · Charlotte, NC, US

   Advise and execute succession planning for $50M to $250M middle market private businesses. Coach owners through succession readiness and internal ownership transition.

Education

• The American College of Financial Services

  Master of Science (M.S.), Financial Services

• University of Hartford

  MS, Insurance & MIS

• The American College of Financial Services

  Doctor of Philosophy (Ph.D.), Financial and Retirement Planning

• Central Connecticut State University

  BS, Finance

Skills

• Executive Management
• Business Planning
• Project Planning
• Leadership Development
• Start-Ups
• Project Portfolio Management
• Consulting
• Entrepreneurship Education
• Financial Modeling
• Marketing
• Conference Speaking
• Team Leadership
• Strategic Financial Planning
• Business Analysis
• Financial Management
• Business Development
• Entrepreneurial Experience
• Small Business
• Change Management
• Budgets
• Leadership
• Non-Profit Development
• Program Management
• Blogging
• Risk Management
• Strategy
• Training
• Project Management
• Strategic Planning
• Sales
• Project Finance
• Managerial Finance
• Entrepreneurship
• Coaching
• Management Consulting
• Fundraising
• Business Alliances
• Public Speaking
• Financial Planning
• Analysis