Wealth Adviser
Lois Li
Wealth Adviser
Lois has five years of experience working with international banks, funds, investment advisers, and other wealth management institutions. She brings professionalism and language skills as a Trust Officer and an Advisor to serve our clients in the emerging international high-net-worth community.
Prior to joining Sunstone Trust Company, Lois served as AP and Compliance Officer at a private hedge fund onshore and offshore.
She received her Bachelor of Arts Degree from the Shandong University of Finance and Economics and her Master’s Degree in Financial Analysis from the University of San Francisco.
She speaks fluent Mandarin and English to help our clients better their understanding of trust-related issues in their native languages. Lois is also passionate about developing solid relationships with our clients in all aspects of trust services, financial planning, and wealth management.
Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
