Julia Li - Morgan Stanley

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Julia Li is a financial advisor based in Cupertino, California, providing financial planning and investment guidance to local clients. She specializes in retirement planning, wealth management, and investment strategies tailored to individual needs. As part of the Morgan Stanley network, Julia offers personalized consultations to help clients achieve their financial goals. Her practice focuses on serving individuals and families looking to build long-term financial security.

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