Pei-Shan Li has been Partner of Financial Alternatives since May 2021, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Financial Alternatives, Inc. is a La Jolla, CA firm with $615M under management, 271 clients and 7 advisers across 2 offices, as of its March 2026 filing.
- Financial Alternatives, Inc.Current– present · 15 yearsLa Jolla, CA · Adviser representative · Firm CRD 108245
Investment adviser representative registrations
Pei-Shan Li is registered as an investment adviser representative in 2 states. The first approvals date from April 2011; the most recent is Texas, in April 2020.
- CaliforniaSince 11 April 2011
- TexasSince 8 April 2020
Examinations
No examinations are on Pei-Shan Li’s record.
- Full name
- Pei-Shan Ellen Li
- CRD
- 5902854
- Firm
- Financial Alternatives · CRD 108245
- Role
- Partner
- Office
- 7825 Fay Avenue, Suite 210, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Pei-Shan Li work?
Pei-Shan Li has been Partner of Financial Alternatives, Inc. since May 2021.
Is Pei-Shan Li a financial advisor?
Yes. Pei-Shan Li has a current investment-adviser registration in California and Texas, through Financial Alternatives since April 2011.
How many years of experience does Pei-Shan Li have?
Pei-Shan Li has 15 years in the financial industry, since April 2011, across 1 adviser firm.
Where is Pei-Shan Li based?
Pei-Shan Li’s registered office is in La Jolla, CA.
Is Pei-Shan Li registered with FINRA?
No. Pei-Shan Li has no current broker registration.
How can I verify Pei-Shan Li’s record?
Search CRD 5902854 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Pei-Shan Li’s full registration record.