Li  Tian,  CFP<sup>&reg;</sup> - Financial Advisor

Li Tian, CFP®

Wealth Advisor

LPL Financial

Remote, San Elijo Road
San Marcos, CA 92078
(760) 334-7766 CONNECT WITH Li
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General

Li Tian is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in San Marcos, CA and the surrounding communities.

Financial Advisor Overview

My scientific background, and near 2 decades of successful career in biotechnologies helped me to apply scientific discipline and business mindset in helping families and individuals to build stronger financial foundations for a better future.

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Financial Advisor Experience

I have over a decade of experiences helping families and businesses with their financial services needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA , CO , MD , MI , TX
  • Health/disability insurance: CA , CO , MD , MI , TX
  • Fixed annuities: CA , CO , MD , MI , TX
  • Variable annuities: CA,FL,GA,MI,NJ,VA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Li Tian, Ph.D., CFP® and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources