Financial Advisor
.Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Dr. Yiting LI is a highly skilled financial professional and scholar with a strong background in personal and family finance and psychology. Holding a Ph.D. in Family Social Science from the University of Minnesota, Dr. LI has extensive experience in both research and teaching.
Dr. Li’s main career role at Thrivent Financial as a financial advisor offers tailored services for clients who seek holistic financial strategies that align with their values and long-term goals.
Combining analytical expertise with a deep understanding of Family Financial Socialization theory (Gudmunson & Danes, 2011), Dr. LI specializes in guiding individuals and families through personalized financial planning, wealth management, and retirement solutions.
Her approach emphasizes education, empowerment, and building lasting relationships to help clients achieve financial security and thrive in every stage of life.
- Masters, University of Minnesota
- Bachelors of Psychology, University of Minnesota – College of Liberal Arts
- Doctorate, University of Minnesota
- Doctorate in industry-related field only
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Languages spoken: English, Chinese
- California(Insurance Lic. #4566332)
- Minnesota
- New Hampshire
Insights
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Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact.
Get in touch to explore whether a DAF fits into your financial strategy.
See thrivent.com/social for important disclosures.
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Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations