About Allset
At Allset Wealth, we believe financial planning should bring confidence — not stress. We help you make sense of where you are, where you’re going, and how to get there with clarity and confidence.
Our mission is simple: to give you a clear understanding of your financial life, and help you feel truly all set — emotionally and financially.
Over the years, I’ve met many people who said they were “all set” — but what they really had was a patchwork of products, not a real plan.
Whether you’re navigating stock options, planning for your family’s future, or just trying to simplify the financial noise, we’re here to guide you with care, transparency, and a personal touch.
Meet the Founder
About Me
Hi, I’m Shuo Li — founder of Allset Wealth. I graduated from Purdue University and began my career at Charles Schwab, where I learned the importance of strong fundamentals and client-first service. But over time, I realized I wanted to go deeper — to offer more comprehensive guidance and build truly meaningful, long-term relationships with the people I serve. That’s why I started Allset Wealth.
As a CFP®, CIMA®, and ChFC®, I’m committed to always learning and improving — so I can bring the best to my clients. I believe in keeping things simple, being transparent, and always following a fiduciary standard. To me, that’s just the right way to do business.
Outside of work, I stay connected to my roots by helping out in the Chinese soccer community. My partner Savannah and I share our lives with our two dachshunds, Franzi and Ellie — we even co-founded the Dachshunds of Baltimore group! You’ll often find us hiking, camping, or just enjoying the outdoors as a pack.
"No sales pitches. No jargon. Just honest advice and a couple of dachshunds cheering you on."