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 Founder | Annelise Li, CFA
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.
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.