Welcome to the Power of Intentionality
Answer Big Money Questions...
Am I saving enough? Is our retirement ok? What if we have an emergency? How will I afford college? What happens if I get divorced? Everyone has big money questions. Fintent Invest helps to reframe your mindset and achieve your personal financial goals through innovative education, money behavior coaching, and investment advisory offerings.
Personal finance isn’t all or nothing – you don’t need to learn it all to make a difference in your financial situation. Fintent Invest helps you understand what makes the most sense for you and your situation, one bite at a time, with practical and actionable steps.
Fintent Invest pioneers the industry's first and only Personal Financial Advisory Program that integrates the principles of Cognitive Behavior Therapy with Behavioral Finance Theory. The result - a revolutionary advisory platform that focuses on building both your financial wealth and financial health. In addition to investment advisory, Fintent Invest clients receive comprehensive financial planning, money behavior coaching, and personal financial education with their wealth planning service.
About
Us
Our Story
Fintent Invest was created by Annelise Li, a mother of three children with two decades of financial industry expertise. While researching information to build her own family office, Annelise discovered that most personal financial information is fragmented, piecemeal, and misleading. Curated content is difficult to find, and the search left her, an investment professional, exhausted. Determined to find a solution for other motivated individuals, Annelise began collaborating with psychologists and learning specialists to develop financial educational content that is practical, actionable, and easy to understand.
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Utilizing a multidisciplinary approach, Fintent Invest designed a comprehensive personal financial advisory framework that fuses psychology, financial planning, and investment management. Our financial advisory service will transform your mindset, redirect your money behavior, and build confidence in your money decisions while providing independent and data-driven investment management service.
Our Mission
Education is at the heart of every offering at Fintent. Confident decision-making begins with a solid understanding of personal finance. We take you through the basics, in easily digestible ways, and move into more advanced concepts when the time is right. You don’t need to know everything to be successful - learn as little or as much as is right for you.
Fintent Invest is straightforward and upfront. We don't hide any sales pitches in our free classes and investment advisory services. We use a gentle and encouraging approach to help you uncover the money behaviors and habits preventing you from being successful in your financial journey. We empower our clients to make their financial intentions a reality through mindset, education, and intentional planning.
Our Vision
Fintent Invest's vision is to transform the definition of personal financial success from a single metric to a holistic perspective.
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With a mindset-focused investing platform, Fintent Invest believes knowledge, mindset, and intentional action are the pillars to building lasting wealth. Fintent Invest's financial investment advisory program encourages our clients to invest in their whole selves through partnering with our advisors.
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At Fintent Invest, we measure success through the lens of three components: the fostering of human capital growth, the generation of sustainable financial returns, and the creation of impactful learning opportunities. We believe personal financial success goes beyond a number. Only you can decide what it means to feel financially "ok" for you and your family. Fintent Invest gives you a framework for understanding and making the best decisions for your unique financial situation.
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Investment Services
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Fee-based mindset-focused investment advisory program
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Fintent Invest isn't tied to a firm or a bank, which means we work exclusively for our clients
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Fintent Invest doesn't sell or receive commission from any investment products we recommend. Our top priority is the needs of our clients
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Fintent Invest helps our clients transform their capital potential through mindful intention and sustainable financial planning
Finwhealth Advisory Solutions
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Investment advisory fee includes an initial onboarding meeting to discuss your financial needs, goals, and mindset and to create your values-based budget
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Comprehensive Financial Planning ($3000 value)
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Lifetime access to Financial Planning tools
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Three one-on-one sessions (annually) to discuss your financial and investment plan, work on your money mindset, fine-tune your values-based budget, and explore the money topics of your choice
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​Access to Fintent Invest's Model Portfolios
Physician Wealth Advisory Program
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Physicians have a unique set of human capital and financial capital needs. As a spouse to a physician, Annelise understands the specific wealth management requirements for physician families
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Fintent Invest takes a holistic approach in assessing, planning, and managing all aspects of a physician's wealth lifecycle from a human, financial, and physical capital perspective
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Fintent Invest specializes in helping physician families expand their earnings through mindful financial planning and alternative investment opportunities such as direct real estate investing, private equity, and limited partnerships
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Access to all services included with the Finwhealth Advisory Solutions
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​Three one-on-one meetings (annually) to discuss financial topics of your choice including learning about business finance in the medical field
Fintent Invest believes ...
Invest your whole self!
Fintent's investing framework emphasizes educating our clients alongside managing their investments. You are more than a number on your bank account and your investment portfolio should reflect that. Fintent believes your "whole self" investment portfolio should include educational, financial, and physical assets.
Your Values > Your Dollars
A well-founded personal financial plan should focus on creating long-term personal wealth as much as building sustainable financial health. Get the best returns when you invest your "why" before investing your money. Fintent helps you discover your values and align the right investing strategies to build long-term wealth. Get started today!
About
Annelise Li, CFA
Founder/CEO
Annelise is a CFA® charterholder, a mother of three school-aged children, and an aspiring golfer. She brings over two decades of expertise in investment management, economics research, and financial analysis. She has worked in both public and private banking institutions such as the Federal Reserve Board of Governors, Bank of America, and Citizens Business Bank.
In the last decade, Annelise has been an investor in direct real estate properties in the US and in Japan. She also invests as an investor with private equity deals and limited partnerships. Annelise has invested as a partner on commercial real estate, residential development projects, self-storages, and private companies valuing over $200 million in assets.
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As an active member in her children's school community, Annelise has served as President and Treasurer at various school-based organizations, member of local school district parcel tax oversight committee, and volunteer with local Head Start programs.
Want to learn more about Fintent? Reach out to us!
Our Address
9415 Culver Blvd
#356
Culver City, CA 90232