Shelley Li

I’m a first-generation immigrant from China and a former small business owner, so I understand firsthand the hard work and dedication it takes to build and run a business.

Today I work in financial services, helping individuals and business owners create more complete financial plans and think about their long-term goals. Because of that background, I’m able to help clients look at both the financial and operational side when buying or selling a business.

I enjoy working with entrepreneurs from different backgrounds and helping them navigate the process of buying or selling a business in a professional and confidential way.