Sarah Li, CPA
Sarah joined Dominguez Wealth Management Solutions in October 2018. As the Senior Investment Analyst & Tax Consultant, she provides analysis for the firm’s proprietary investment models, supports in offering market commentary and insights, and assists in tax preparation.
Sarah is a Certified Public Accountant (licensed in The Commonwealth of Virginia) and qualified Investment Advisor Representative (holds Series 65 license). Sarah has earned a Master of Finance degree from Tulane University and a Master of Accounting degree from the College of William & Mary. Additionally, she completed her undergraduate studies in China obtaining a Bachelor of Economics and a Bachelor of Management degree.
Sarah has successfully completed all three (3) parts of the extensive chartered financial analyst (CFA) examination.
Sarah is very happy to move back to Williamsburg after being away for a year. She enjoys traveling, reading, and spending time with her family and friends.