Meet
FINTENT invest
Discover your financial powers.
Annelise Li, CFA
Founder & CEO of Fintent Invest
Investment Adviser Representative
CA – Licensed
Our Story
How did FINTENT invest begin?
Fintent Invest, Inc. was founded to simplify personal finance, making it intentional, practical, and empowering.
We are an independently owned and operated financial planning and investment advisory firm.
Why Does Independence Matter?
It means we are not affiliated with any broker/dealer, banks, or investment companies.
Our first and only focus is our clients because we are solely compensated by them.
Because of our independence, Fintent Invest has the freedom to choose the best technology and investment products for our clients.
What Sets Us Apart?
More importantly, we are not asset gatherers. Fintent Invest is a partner with our clients on their wealth journeys.
We want to help our clients:
- Learn positive money behaviors
- Gain personal financial knowledge
- Make more grounded money decisions with confidence with or without us
What is Our Pioneering Approach?
Our firm pioneers the practice of integrating money mindset and behavior coaching in our wealth management and financial planning service.
Our FAS platform is a personal financial program grounded on the principles of Cognitive Behavioral Therapy and Behavioral Finance Theory.
How Are We Redefining Wealth Management?
Apart from managing our client’s wealth, we provide personal financial education, intentional money behavior coaching, and money mindset management in our wealth advisory and management service.
The result – a revolutionary personal financial advisory program that is comprehensive in scope, deliberate in mind, and purposeful in design.
At FINTENT invest, we believe in being
Mindful, Intentional, Present, and Purposeful (MIPP) -
these are key components to building sustainable Wealth and long term Financial Health.
Meet Our Team
Annelise Li, CFA
Founder | CEO
- Financial Professional with over 20+ years of experience in economic research, investment management, and due diligence analysis.
- Developed a personal financial platform that focuses on growing both financial and human capital through knowledge, intention, and mindset.
- Mother to three school-aged children and active participant in her community.
- Passionate about making financial education accessible to everyone.
Jack Bowman
Director of Financial Education
- An Investment Adviser Representative licensed in CA and a licensed insurance agent in FL, CA, AZ, WA, and OR.
- Recognized voice in macroeconomics and markets, frequently contributing commentary across podcasts and investor media.
- Widely published financial writer with 600+ articles and millions of total reads across investment platforms including Seeking Alpha.
- Known for clear, accessible communication that simplifies complex financial concepts into practical, actionable insights.
Lauren Metzger Warner
Director of Media & Content
- 10+ years as an Executive Producer across major networks including HGTV, Food Network, Discovery, and OWN.
- Responsible for multimillion-dollar productions, managing creative, operations, and leading large cross-functional teams
- Known for translating complex ideas into engaging, accessible content
- Focused on helping audiences build confidence, clarity, and intentionality in their financial lives
Vince S. Ho
Director of Visual Communications
- Visual communication specialist working with clients including Swire Properties and China Resources Land.
- Licensed U.S. architect skilled at turning complex systems into clear, structured designs.
- Applies a cross-disciplinary design approach to create intuitive financial education visuals.
- Teaches business communication to MBA and Master of Finance students at the UCAS, helping future finance professionals communicate complex ideas clearly.
Ready to Work With Us?
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Book a quick session with us — let’s turn your goals into a personalized financial strategy.