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Caiqin Li, MBA
President
Atlantic Financial Group, LLC

Mailing: 5645 Coral Ridge Dr. Ste. 103,
Parkland, FL 33076
Phone:
  • Office: 954-708-2298 Cell: 651-366-7356
Fax:

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Caiqin Li is a President with Atlantic Financial Group, LLC in South Florida. Prior to joining Atlantic Financial Group, LLC, she was a Financial Consultant with AXA Advisors, LLC in the South Florida Branch, she was a Financial Professional with New York Life and AXA Advisors, LLC in Tampa, Florida. Caiqin is committed to helping her clients reach their financial goals, working primarily with business owners, families, and professionals. She believes in a full service approach that includes financial strategies for financial planning including retirement planning, education planning, Life, Disability, LTC, estate planning, asset management, etc.

Caiqin combines her personal service and leadership skills with Atlantic Financial Group, LLC, whose size and strength provide a cornerstone of service and strategy. In 2013 and 2014 Caiqin won the Fast Start Sales Award at AXA Advisors, LLC, and qualified for the companiy's National Leaders Forum. Additionally in 2014, Caiqin won the DSF Associate of the year award, won the South Florida branch Community Service Award, and won the AXA Advisors Centurion Award. 

Caiqin Li is also an active Board member of numerous Chinese and American Community Organizations: International Leadership Foundation; The Chinese Association of Science, Education and Culture of South Florida and South Florida Chinese Cultural Association. She is also an active member of The Federation of Florida Chinese Association; Florida Shandong Fellowship Association, Inc ; Taiwanese Business Association; Taiwanese Chamber of Commerce; The Culture Education Scholarship Foundation of the Chinese Women’s Club of Great Miami; Rotary Club of Weston, Weston Bar Association and Great Miami Chamber of Commerce.

Caiqin holds a Bachelor’s degree in Education from the Shanghai Institute of Physical Education and a Master’s degree in Clinical Laboratory Science from the University of Minnesota. She is also an MBA graduate from the University of Florida School of Business, and holds the FINRA Series 7, and 66 securities registrations, and 2-15 License which offers life and health insurance, and annuities in Florida, California, New York, Illinois, West Virginia, Wisconsin, and North Carolina.

 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck