7Summit Advisors, LLC

Specialties

7Summit Advisors, LLC is an independent fee-​based registered investment advisor (RIA).

Our firm is built on the philosophy of life as a climb toward a summit. This ascent, or process of moving towards one’s goals, takes months – perhaps years –of preparation. It demands discipline and perseverance.

To reach a summit, climbers must have emotional and intellectual resilience – the ability to respond to events that cannot be anticipated. One’s response to crises and contingencies often determines whether one will reach the top or need to turn back.

The climb to the summit is an image that captures 7Summit’s outlook on reward and risk: we aim high, we prepare well to limit risk and we respond to unknowable unknowns with a resilience that allows for recovery.

In 2014, I established 7Summit Advisors, a firm grounded in formal training and hard won experience. We are dedicated to guiding investors along on their own path to the summit.

Meet the Business Owner

Li C.

Business Owner

Li Chang, CFP® is a Managing Director at 7Summit Advisors and guides the firms’ tactical asset allocation strategy and wealth management services. Li has 15 years of investment experience trading and serving high net worth clients. Prior to joining 7Summit Advisors, he was a Portfolio Manager at KAM Advisors and also served as Financial Consultant and Relationship Manager to wealthy investors at E*TRADE Securities and E*TRADE Capital Management where he held the securities Series 7, 55, and 66 licenses. Li has trading experience with two proprietary trading firms and as a trading assistant on the Pacific Stock Exchange.

Li earned his Bachelor of Arts in Economics from the University of California, Los Angeles, is a UCLA Anderson School Riordan Fellows alumni, and was awarded Owner /​Manager of the year from the UCLA Anderson School Howard Price Center of Entrepreneurial Studies. He is a CFA level III candidate.