Alice Li, CFP®
Relationship Manager and Financial Planner
Department: Advisors, Client Service
Experience: Financial Planning, Client Relationship Management, and Business Development since 2020
Education: Master of Financial Mathematics from George Washington University
Alice joined the Modern Wealth team in April 2025 as a relationship manager and financial planner in Modern Wealth’s Reston, Virginia office. Her background in financial planning, client relationship management, and business development led her to pursue and earn her CFP® designation. She looks forward to inspiring other leaders at Modern Wealth and opportunities for professional growth.
Before joining Modern Wealth Management, Alice worked as a client service associate at The Colony Group, an RIA firm, for a year and a half. Following that, she served as a senior client service associate at Wealthspire Advisors, where she continued to deepen her experience in the RIA space.
While Alice’s family still lives in Mainland China, she has the pleasure of sharing her home with her adorable British Welsh Corgi named Moon, who is full of personality and always keeps things lively! Alice loves spending time with Moon, whether it’s going for walks, exploring new places, or just relaxing at home together.
One of Alice’s favorite hobbies is snowboarding. She travels all over the world to explore different ski resorts and experience new slopes. Another fun fact about Alice is that she’s fluent in both Mandarin Chinese and English.