Baili Roy, CFP®

Baili Roy


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Volunteer Financial Mentor

Passionate About…

  • Investment
  • Retirement Plans
  • Taxes

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.

I've been a volunteer financial mentor since...

March 2023!