Home Site Map Contacts
Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPGreg Trump, CFP®Yueyao Li, CFA, Financial Planner*
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Chartered Financial Analyst
650 Town Center Drive
Suite 890
Costa Mesa, CA 92626
Direct: 949-878-9406
Fax: 949-878-9420
Email: Yueyao.Li@FamilyOfficeRIA.com

Yueyao Li, CFA

Yueyao serves as a Chartered Financial Analyst for Family Office Law and the Family Office RIA. Since joining our team in July of 2023, Yueyao has been involved with a variety of technology, compliance, and management projects. She draws on her strong background in the finanical planning arena. Prior to joining the Family Office Services companies, Yueyao worked as a financial adviser. Yueyao received her undergraduate and graduate degrees at UCLA.

 

 

 

 

 

 

 

 

 

 

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.