Selina Li, CFP®

Selina Li, CFP®, is a Partner and Regional Vice President at Wealth Master Group, Inc., where she specializes in delivering comprehensive retirement planning solutions for clients nearing or inretirement. She focuses on tax-efficient distribution strategies, investment portfolio management, and employer retirement plantransitions—helping clients preserve their wealth, generate sustainable income, and enter retirement with confidence.

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Since 2011, Selina has developed deep expertise at leading financial institutions. At TD Ameritrade, she advised high-net-worth clients on estate planning, portfolio allocation, and sustainable withdrawal strategies. At Fidelity Investments, the largest U.S. 401(k) provider, she guided thousands of retirees through employer-plan rollover strategies, retirement income structuring, and long-term asset management.

 

She subsequently joined Citigroup as a Financial Planning Specialist and national subject-matter expert, where she coached advisors across multiple markets and reviewed advanced retirement plans to uphold the highest standards of fiduciary responsibility and client care.

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Selina holds the CERTIFIED FINANCIAL PLANNER® designation, the industry's highest benchmark for technical expertise and ethical practice. She also maintains FINRA Series 7 and Series 66 registrations, along with Life & Health Insurance licenses, enabling her to provide fully integrated guidance across investment management, tax-efficient distribution, retirement income planning, and risk management. Her institutional management experience and specialization in retirement planning equip her to serve clients with both technical precision and genuine care.

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Beyond her advisory practice, Selina is a best-selling author of financial education books designed to help families build financial literacy and secure their futures across generations. She resides in Brooklyn, New York, with her two children.