10 Almaden Boulevard, Suite 1000
San Jose, CA 95113


Yan loves to help clients with tax consulting and tax planning with a goal of building and preserving their wealth. Yan is a Certified Public Accountant (CPA) with more than ten years of experiences in public accounting in both U.S. domestic and international tax. Her industry experiences include private equity funds, venture capital funds, hedge funds and high tech industry.

Yan started her career with KPMG LLP in the financial services tax group in New York City. During her tenure with KPMG LLP, she gained intensive tax knowledge and found her passions in the world of private equity funds , venture capital funds and hedge funds. Later she joined Deloitte Tax LLP in the hedge fund tax group for another four years. Her tax expertise includes: onshore and offshore funds structures, side by side funds structures and cross-border investment plannings. She also has intensive experiences in tax compliance and consulting for private client services.

Yan Li holds an active CPA license in California, Colorado and New Jersey.

Interesting Tidbit

Yan loves hiking. Her goal is to hike in the bay area every weekend. Her favorite hiking place is Yellowstone National Park.


Certified Public Accountant (CPA)

Professional Affiliations

Member – American Institute of Certified Public Accountants (AICPA)


MS/Accountancy – Baruch College, the City University of New York