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
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
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