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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPYueyao Li, CFA, CFP®
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta, M.P.A.
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Certified Financial Planner
4590 MacArthur Blvd.
Suite 175
Newport Beach, CA 92660
Direct: 949-878-9406
Fax: 949-878-9420
Email: Yueyao.Li@FamilyOfficeRIA.com

Yueyao Li, CFA, CFP®

Yueyao serves as a Certified Financial Planner™ and Chartered Financial Analyst for Family Office Law and the Family Office RIA. Since joining our team in July of 2023, Yueyao has been involved with a variety of technology, compliance, and management projects. She draws on her strong background in the financial planning arena. Prior to joining the Family Office Services companies, Yueyao worked as a financial adviser. Yueyao received her undergraduate and graduate degrees at UCLA.

 

 

 

 

 

 

 

 

 

 

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.