Kayan Li

Chief Financial Officer

Kayan partnered with Provisio in 2022 as a part of the LPL CFO Solutions program, just as she joined LPL Financial. She brings 16 years of experience in wealth management, relationship management, commercial banking, and insurance consulting for her role in liaison and advisor relations development. Previous engagement encompassed CFG, Wells Fargo, and Merrill Lynch.. Part of her role focuses on leading boutique firms in providing exceptional client service.

Residing in Oregon, Kayan uses the newer less traditional route of remote assistance, providing client connection and practice development to Provisio in Anchorage.  She is bilingual with both English and Cantonese as favored languages.   

Kayan holds a Bachelor of Science in Business Administration / Finance from California State University – East Bay, with prior education with the University of Delaware. Kayan supplements support with her current License as a Tax Preparer within the State of Oregon.