Headshot photo of Baili Roy, Volunteer Financial Mentor @ 3rd Decade

Volunteer Financial Mentor

Baili Roy

CFP®
Passionate About...
Investing Retirement Plans Taxes

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.

Get to Know Baili

What is a social cause you feel passionately about, and why is it meaningful to you? 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.
How long have you been a Volunteer Financial Mentor? Since March 2023!
What is a quote you like to live by? "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."