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Benjamin Li, Board of Directors

Benjamin ( Bang Rui )Li, CLU, ChFC, RICP, MBA, is the Executive Partner of New York Wealth Planning Group, a financial service company located in New York.

Benjamin came to the US in 1986 for an advanced study and received his MBA degree in 1990. Since then, he has been working for Fortune 100 companies, including MassMutual, Citibank, and New York Life, where he became the Corporate Vice President and the Chinese Market Manager. Benjamin has 30 years of experience in the financial and insurance industry in the United States. After working for the Fortune 100 companies for a long time, he works in the community and serves people who need financial planning for their retirement and passing their assets to the next generation.

Professional Designations: CLU, ChFC, RICP, MBA

Contact: benjamin.li@caiaus.org