SAN FRANCISCO
Junia Pan Li
Senior Vice President, Private Wealth Advisor

Junia Pan Li is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Junia works directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. She also helps nonprofit foundations and endowments pursue their long-term financial objectives through effective planning and investment management.

Prior to joining our organization, Junia spent three and a half years as a senior vice president and senior relationship manager for HSBC Private Bank. She served as a vice president of investments and private client advisor for J.P. Morgan Asset Management and JPMorgan Chase Bank.

Junia received her MBA in international marketing with a minor in international finance from the Paris School of Business in France and a bachelor’s in business administration from Universidad Autónoma Gabriel René Moreno in Bolivia. She is a native speaker of Cantonese and Spanish, fluent in Mandarin and English, and conversational in French and knows basic German..

Junia is based in our San Francisco office.