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 Team

  • SHUO LI

    Founder / CEO

    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.

  • DANNI SHEN

    Co-founder / CIO

    I'm Danni Shen, Chartered Financial Analyst® (CFA®), Co-Founder and Chief Investment Officer of Allset Wealth.

    Previously, I worked in the Wealth Management and Private Banking Department, where I led a team of 20 seasoned fund specialists in portfolio construction and mentored more than 5,000 financial advisors on investment strategies. I am deeply passionate about working directly with clients, providing thoughtful analysis and caring service—helping their money work for them so they are free to live to their fullest potential.

    Originally from China, I am grateful to call the DMV area home, where I've begun a new chapter with my husband and two children. Community involvement is an important part of my life: I serve as Treasurer of the Tsinghua University Alumni Association in Greater Washington, DC, and as a board member of the Hua Sports Association.

"No sales pitches. No jargon. Just honest advice and a couple of dachshunds cheering you on."