Franklin Li

Fort Worth Metroplex - Vice President Financial Advisor at Personal Capital - Redwood City, CA, US

Franklin Li's Colleagues at Personal Capital
Marc Eppinger

Vice President - Financial Advisor

Contact Marc Eppinger

Gerald Hendrik

Vice President - Financial Advisor

Contact Gerald Hendrik

Charlie Johnston

Fort Worth Metroplex - Associate Vice President

Contact Charlie Johnston

Masi Mott

Associate Vice President

Contact Masi Mott

Morgan Krause

Fort Worth Metroplex - Associate Vice President

Contact Morgan Krause

Robert Case

Associate Vice President

Contact Robert Case

Brendan Archibald

Vice President - Financial Advisor

Contact Brendan Archibald

View All Franklin Li's Colleagues
Franklin Li's Contact Details
HQ
855-855-8005
Location
Company
Personal Capital
Franklin Li's Company Details
Personal Capital logo, Personal Capital contact details

Personal Capital

Redwood City, CA, US • 500 - 999 Employees
SaaS

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns.Transform how you track and manage your financial life with Personal Capital.

Financial Services Personal Finance Software Investment Management 401k Banking Financial Planning Registered Investment Advisor Portfolio Management Financial Advice Wealth Advisory Services B2B B2C SaaS Financial Advisory Services Investment Banking Asset Management Finance
Details about Personal Capital
Frequently Asked Questions about Franklin Li
Franklin Li currently works for Personal Capital.
Franklin Li's role at Personal Capital is Fort Worth Metroplex - Vice President Financial Advisor.
Franklin Li's email address is ***@personalcapital.com. To view Franklin Li's full email address, please signup to ConnectPlex.
Franklin Li works in the Financial Services industry.
Franklin Li's colleagues at Personal Capital are Marc Eppinger, Gerald Hendrik, Charlie Johnston, Masi Mott, Morgan Krause, Robert Case, Brendan Archibald and others.
Franklin Li's phone number is 855-855-8005
See more information about Franklin Li