Robert T. Li founded RL Wealth Management Group, Ltd. in August 2003, after four years as a Financial Advisor at Prudential Securities, Inc. Robert graduated from Virginia Tech with a Bachelor of Science degree in Electrical Engineering. Being supported by the resources of LPL Financial, the nation’s largest Independent Broker/Dealer*, Robert is able to better serve clients by utilizing LPL’s vast resources. Robert holds FINRA Series 7, 63, and 65 registrations through LPL Financial as well as Life, Health, Long-Term Care, and Variable Insurance Licenses.
Robert resigned on April 2009 as the Financial Consultant at Illiana Financial Credit Union; a position he had occupied for 5 years, during which he had helped hundreds of members and serviced all four branches of Illiana Financial Credit Union. These are just some of the reasons why Robert has been the longest serving Financial Consultant that the Credit Union has ever had over its 88 plus year history.
Robert now resides in the beautiful city of Naperville, Illinois where he aims to build and preserve wealth through his holistic approach to planning for his current and new clients.
Robert is married to the beautiful and wonderful Lily Hua-Li and has 2 beautiful, and well-rounded daughters, Jasmine and Vanessa Li. He enjoys tennis, golf, volleyball, and bowling. Don’t be surprised to see him skiing in Colorado, riding bikes with his girls, or visiting the different States and National Parks with his family.

Investment Services, Wealth & Retirement Planning, Insurance, LTC, and College Savings.

Email Mr. Li at robert.li@lpl.com

* As reported in Financial Planning magazine, June 1996-2023, based on total revenue