Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
For more than 20 years, Lili has provided her clients with the support they need to identify their goals and develop sound plans for their financial future. She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. This focus is designed to help clients reach their goals, giving them greater peace of mind. She assists her clients in maintaining their financial focus so they can achieve the goals that are most important to them and their families, both now and in the future. Area of Focus Financial Planning, Investment Advice, Retirement Planning Strategies, Estate Planning Strategies, Asset Allocation, Employee Stock Options and Risk Management. Qualifications MBA, George Washington University Certificate of Financial Planning, Georgetown University Institute of CERTIFIED FINANCIAL PLANNER ™ practitioner Certified Financial Fiduciary® Life and Health Insurance Licensed FINRA(formerly NASD) Securities Licensed – 7 Securities License, 63 State License, 65 Registered Investment Advisor Community Service Tahirih Justice Center – Pro Bono work with immigrant women and girls seeking justice in the United States from gender based violence. Human Rights First – Pro Bono financial advice for individuals who’ve been subjected to violations against human rights such as tyranny, extremism, intolerance and violence. Associations Member – Financial Planning Association
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
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