Welcome to FINTENT invest
Discover
Your
Financial Powers
Change how you Think, and Feel about Money with
Knowledge, Intention, and Mindset.
Answer Big Money Questions with Confidence.
What is the FINTENT invest Difference?
Fintent Invest is committed to helping our clients to build sustainable financial wealth and long term financial health. We focus on a holistic approach in financial planning, encompassing both financial and human capital growth. Â
Fintent Invest pioneered a personal financial program based on the principles of Cognitive Behavior Therapy and Behavioral Finance Theory. The result – a revolutionary personal financial and wealth management platform that helps our clients to achieve a state of financial well-being beyond a number on a statement.
“Personal finance isn’t all or nothing – you don’t need to learn it all to make a difference in your financial situation.”Â
Annelise Li, CFA
Founder & CEO of Fintent Invest
Investment Adviser Representative
CA – Licensed
It's your turn to Take Control
Many people avoid personal finance because it feels overwhelming and hard.Â
Fintent Invest takes the fear out by giving you the financial know-how while shifting your mindset to answer your money questions with confidence.
Start your personal wealth journey with FINTENT invest
Fintent Invest offers a education-focused investment advisory program, a physician-centric wealth advisory platform, and a comprehensive financial planning service.
Fintent Invest advisory clients have access to Fintent Invest’s six proprietary investment model portfolios designed to capture upside market potential, provide downside protection, and generate income.
Fintent Advisory Solutions (FAS)
- Comprehensive Financial Planning ($3000 value)
- Investment accounts professionally managed by Fintent Invest as per our Proprietary Model Portfolios that focus on capital preservation, income generation, and strategic risk-adjusted returns
- Risk assessment, money mindset survey, current investment analysis, target model portfolio evaluation, cash flow projection
- Personal financial learning and money mindset program designed for each client’s unique situation
Physician Wealth Advisory (PWA)
- Physician-centric Financial Planning that focuses on assessing and planning for risk, debt, and investment management ($5000 value)
- Risk assessment, money mindset survey, current investment analysis, target model portfolio evaluation, cash flow projection
- Investment accounts professionally managed by Fintent Invest as per our Proprietary Model Portfolios that focus on capital preservation, income generation, and strategic risk-adjusted returns
- Personal financial learning program designed for each physician’s unique situation
- Access to tax-efficient cash flow investing opportunities through private partnerships, private equity, and real estate*
*Accredited investors only
Holistic Financial Planning Service
- Building a financial blueprint through comprehensive financial and wealth planning process
- Risk assessment, money mindset survey, current investment analysis, target model portfolio evaluation, cash flow projection
- Values-based budgeting, retirement planning, bucket list planning, educational financial planning
- Recommendations for estate planning and asset protection
- Insurance evaluation and analysis
- Access to proprietary financial planning software
FINTENT invest helps you to understand what makes the most sense for you and your situation, one bite at a time, with practical and actionable steps.
Meet us at our FREE events
Financial Planning Workshops
What is values-based budgeting? And why does it matter?
Investment Management Seminars
How much stock is too much in a portfolio?
Parents Corner
How to teach kids financial independence and resilience?
Take the Next Step in
Your Financial Journey
Have a question?
Send us a message
Reach out anytime — we’re here to answer your questions and offer clear guidance.
Want to talk?
Schedule a free consultation
Book a quick session with us — let’s turn your goals into a personalized financial strategy.