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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com


SAN FRANCISCO
Junia Pan Li
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Senior Vice President and Senior Relationship Manager, HSBC Private Bank
  • Vice President, Investments, Private Client Advisor, J.P. Morgan Asset Management
  • Vice President, Investments, Private Client Advisor, J.P. Morgan Chase Bank
EDUCATION
  • MBA, Paris School of Business
  • Hospitality Management degree, Educational Institute of the American Hotel & Lodging Association, Switzerland
  • BA, Universidad Autónoma Gabriel René Moreno, Bolivia

Who I work with

My clients tend to be business owners, entrepreneurs and company founders in San Francisco and Silicon Valley. Many are of Asian heritage, and they appreciate my familiarity with the social and cultural nuances of international families. My clients require an advisor who is not only able to assist with complex financial issues but who can relate to them on a highly personal level.

What makes us different

Capital Group Private Client Services has an inclusive work culture made up of people who go out of their way to befriend and support one other, and that extends to the lasting relationships we build with clients. Our company has an extensive international presence that provides a deep understanding of Asian communities.

Bringing a global view to serving clients

As a person of Chinese descent who grew up in Bolivia, I have firsthand experience living in multicultural settings. My education took me to Europe, which deepened my perspective on global economics and my ability to interact with people of all backgrounds. These experiences inform my approach to working with clients, taking into account how they regard their wealth, live their values and go about legacy planning.

“I place significant emphasis on trust, which I believe is developed through clear, open communication. I speak five languages, including Mandarin, Cantonese and Spanish. This allows me to relate to people and connect with them in a manner that is genuine and meaningful.

Junia Pan Li