Li Chang, CFP®, is a seasoned financial services professional with over 20 years of experience. In October 2014, Li founded 7Summit Advisors, LLC, an independent, fee-based registered investment adviser compliant with Global Investment Performance Standards (GIPS®), and currently serves as Managing Director. Li is also a member of the CFA Institute and an NFLPA Registered Player Financial Advisor, specializing in the unique financial planning needs of professional football players. Previous roles include being a member of the RIA Advisory Board at Guggenheim Investments, Portfolio Manager at KAM Advisors, and various positions at E*TRADE Financial and other firms. Li holds a Bachelor of Arts in Economics from UCLA and a certificate in Personal Financial Planning, earned with distinction.
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