Zhi Li

CFP®

Twelve Two Capital

Owner

Zhi Li

CFP®

Twelve Two Capital

Owner

Does thinking about your finances make you feel some type of way? - If so, you're not alone and we're here to help. Our mission is to help you feel confident about your finances so you can enjoy what really matters to you. - Zhi Li, CFP®

We specialize in serving Single Parents, Young Families, and First-Generation Young Professionals

Zhi Li is a Brooklyn, NY fee-only financial planner.  We specialize in helping single parents, young families, and first-generation professionals cultivate financial health and build wealth through comprehensive financial planning and investment management.  As a fee-only, fiduciary, and independent financial advisor, Zhi Li is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Zhi Li is owner and fee-only financial planner at Twelve Two Capital located in Brooklyn, NY.


I am a big history geek (Church history fascinates me) I’m always down for a great sport narrative (Derek Redmond, you're an inspiration) and I’ve been moved to tears by more Pixar movies than I’d like to admit. (My wife still teases me about them). When I’m not rooting for the underdog, or trying to get my daughter to enjoy books as much as I do, you can find me enjoying Saturday morning breakfasts with my wife.

If you have been considering financial planning, you have come to the right place. Our finances can be a source of shame and anxiety, but they can also be a source of so much joy when they allow us to do the very things that satisfy us - traveling, learning, spending time with loved ones, or supporting great causes, just to name a few. I have been on both sides of that coin. I know what it’s like to feel overwhelmed by “finance stuff” and would like nothing better than to do something, anything else. I also know the sense of satisfaction that comes when our “finance stuff’ is under control and working for the life we want to live to live instead of the life we are pressured to live.

I graduated with a degree in Accounting (Best decision of my life) and spent 11 yrs in the Financial Services Industry. As a lifelong learner, I am always eager to bring what I am continuously learning to improve people’s lives. I am inspired to help individuals and families reach joy in their lives by helping them discover their goals and walking with them to crush what they set out to do. My mission is to help you feel proud of your finances and in control of your life.

When we are working together, you can expect from me professionalism with a strong dose of humanity (finances do not need to be cold) and humor (finances do not need to be bland) You can expect humility, empathy, experience and an eagerness to help you develop your financial wellness.

 

 

Zhi Li is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

CAPTURING JOY THROUGH FINANCIAL PLANNING

Twelve Two Capital is an Independent Financial Planning firm that specializes in providing Comprehensive Financial Plans with one to one implementation for young adults, couples and ministers.

We believe that building one's wealth is a means to an end and not an end in itself. The end is joy, security, fulfillment, and satisfaction. Through proper financial planning, we believe that our clients will achieve joy in their life, be prepared to weather the storms that come, engage in activities that provide deep fulfillment and satisfaction.

Through a 6 step process, we assist clients in identifying their values and financial goals, provide insight into their current financial health, and devise individualized value driven steps toward accomplishing their goals and building wealth.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Investment Management
  • Student Loan Repayment Strategies
  • Stock Option Compensation (ESPP, RSUs, ISOs, NSOs)
  • Identifying Money Behaviors

Ideal Clients

  • Single Parents
  • Young Families
  • 1st Generation Professionals
  • Sudden Money Situations
  • Female Professionals
  • Small Business Owners

Working Together

  • Complimentary Financial Review
  • Clearly Defined Fees (1.25% Income + .75% Networth)
  • Fee Includes Investment Management
  • Virtual or In-Person Meetings
  • High-Touch Service

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Zhi Li is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Zhi Li is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Zhi Li is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Zhi Li

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 1611 64th Street
    Brooklyn, NY 11204

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser