Baili joined the wealth management industry after graduating from the University of Illinois’ Financial Planning Program in 2017. Throughout her career, she’s had the pleasure of helping many individuals and families live their version of a full life. Baili is a Certified Financial Planner™ professional and in addition to serving clients daily, she sits on the recruiting and Diversity & Inclusion team at her firm. She is passionate about expanding the financial planning industry to include more clients and professionals of diverse backgrounds and also serves as an ambassador for the BLX Internship Program.
Baili currently lives in Chicago and loves exploring the restaurant scene, staying active, and traveling to new places. She is also a volunteer with the FPA of Illinois, Impact Grants Chicago, Gift of Adoption, and the Joffrey Ballet.
A social cause I care about is...
Adoption. I was adopted from China at a young age, and it completely altered my trajectory of life. I volunteer with an adoption organization that helps provide financial support to families adopting children that are at risk of aging out of the foster system or being separated from siblings.
A quote I live by is...
``Comparison is the thief of joy.`` I always strive to be present and grateful for all the opportunities in my life rather than comparing myself to others or society as a whole.
