Jesse Li
Financial Planner at Creative Planning, LLC
- Role
- Financial Planner at Creative Planning
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jesse Li
As a recently graduate from the University of Georgia and the Honors Program, I am pursuing a career in Financial Planning. My aim is to provide financial literacy and build life-long relationships with clients and their families, leaving a legacy that is a testament to both effective planning and giving. Please feel free to reach out to discuss any of your ambitions or just to chat; I would love to get to know you!
Experience
Financial Planner
Dec 2024 — Present
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Finance
2018 — 2022
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