Jacob Li
I’m Jacob Li, Associate Wealth Advisor at Stratos Private Wealth, San Diego.
Experience
As a San Diego native, I’m proud to serve the community I’ve always called home. I earned my Bachelor’s degree in Economics & Finance from Washington University in St. Louis (WashU) before beginning my career in corporate finance at Qualcomm.
My experience in finance, combined with my passion for investing and problem-solving, led me to pursue a career in wealth management. At Stratos Private Wealth, I enjoy helping clients navigate important financial decisions while developing strategies designed to support their long-term goals.
Personal Interests
When I'm away from the office, you'll usually find me enjoying the outdoors. I love surfing, skateboarding, and snowboarding whenever I get the chance. I also grew up playing basketball and still enjoy playing pickup games around Pacific Beach.
I'm a lifelong NBA fan (Go Lakers!) and never miss the excitement of March Madness each year. No matter how busy life gets, I always make time to play fetch with my dog, Teddy.
Specialties
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Financial Planning Support
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Portfolio Modeling Support
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Financial Research
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Client Relationship Management
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Wealth Management Coordination
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Lead Advisor Support
Education
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Washington University St. Louis, Bachelor of Science in Economics and Finance
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