Vicky Mengfei Li

Vicky grew up in China and attended the University of Macau, where she majored in Investment Management. She later earned her master’s degree in Financial Planning and Taxation from San Diego State University, where she also served as President of the Financial Planning Association. During her studies, she developed a deep appreciation for San Diego and has since built her home and family there. 

Vicky began her career in financial services in 2014 and has extensive experience in financial planning and portfolio management. She holds the Certified Financial Planner (CFP®) designation and is passionate about helping clients align their financial decisions with their life goals and values. She has worked closely with advisors to develop tailored investment strategies, specializing in portfolio management, wealth planning, and tax-efficient solutions. Before joining EverOak, she held roles at LPL Financial and Capital Financial Consultants Group, refining her expertise in financial planning and investment management. 

Vicky lives in San Diego with her husband and daughter. They love spending summers at the beach, skiing in the winter, and staying active in their local church community. In her free time, she enjoys teaching her daughter Chinese and math, exploring parks, and sharing meaningful experiences with family and friends.