Sarah Li, CFA, CPA

 

As the Senior Investment Analyst & Tax Consultant, Sarah provides analysis for the firm’s proprietary investment models, supports in offering market commentary and insights, and assists in tax preparation and consultation.

Sarah has earned the Chartered Financial Analyst® designation.  The CFA® designation is widely recognized around the world because of it focus on analysis, investment knowledge, and ethics.

In addition, she 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 is very happy to move back to Williamsburg after being away for a short time.  She enjoys traveling, reading, and spending time with her family and friends.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 

 

Dominguez Wealth Management Solutions is a Registered Investment Advisor

All rights reserved 2014 Dominguez Wealth Management Solutions website

  • LinkedIn Basic Black

Williamsburg Office

304 Bulifants Blvd., Suite 101

Williamsburg, VA 23188

Phone: 757.645.9252

 

Privacy Policy 

DWMS Disclosure