Jacqueline Li

Jacqueline Li

Supervisor

Phone: 949-453-7660
Fax: 949-453-7672
 

Jackie Li graduated with Magna Cum Laude from the University of California, Irvine in 3 years. After graduating from UC Irvine, Jackie started her career as a Financial Advisor at Independent Capital Management. She assists her clients in achieving both their immediate and long-term term financial goals. She likes to take an educational approach with her clients and takes joy in guiding her clients through the financial complexities that they encounter during different life stages. Jackie advises clients on the different strategies to accumulate wealth, plan for educational expenses, plan for retirement, and protect their legacy.

 

Jackie began her career in the financial industry after realizing how difficult it was for the average person to have access to accurate and current information regarding their finances. Regulations and planning strategies in the finance industry are constantly changing and evolving. She believed that the best way to make sure people were well informed was for them to speak in person with a qualified financial advisor. Jackie found that ICM’s philosophy of providing independent advice to individuals and businesses coincided with her own values. She currently holds a Series 6, 7, 63, 66 and California Life and Health license. She is also a Registered Investment Advisor with SagePoint

 

Jackie was born and raised in Los Angeles. She moved to Orange County when she attended UC Irvine and still resides there. During her time in college, she was greatly involved with the school’s competitive dance team, CADC. Since the age of 4, she trained in various styles of dance including ballet, jazz, contemporary, tap, and hip-hop. She also enjoys hiking, traveling, and trying new foods.

 

Jacqueline Li

Supervisor
Independent Capital Management, Inc.
1401 Dove Street, Suite 430
Newport Beach, CA 92660
Office: 949-453-7660
Fax: 949-453-7672

jli@sagepointadvisor.com