Rachel Li, CPA, CFP®, IAR, MST

Chief Financial Officer

About

For over two decades, I've been integral to families' journeys from small business owners to thriving enterprises. As my role expanded within corporate finance operations, I collaborated closely with business owners to ensure their personal financial goals aligned with their business ventures. This holistic approach has been instrumental in optimizing the overall wealth of these families, particularly during significant transitions like mergers and acquisitions. What truly sets me apart is my extensive corporate experience combined with a deep commitment to supporting business owners on their personal financial journeys. From wealth accumulation to next-generation planning, I've worked alongside them on every aspect of their financial matters, seamlessly transitioning between the corporate and personal finance realms. This unique perspective empowers me to apply strategies typically associated with the affluent to benefit working families. As you navigate life’s milestones—whether it's starting your own business, welcoming a new family member, planning for college or retirement, or caring for aging parents—I’m here to tailor personalized solutions to meet your specific needs. Financial planning isn’t just for the wealthy—it's essential for anyone striving for a better future. Let's connect and embark on this empowering journey together, building the financial future you truly deserve.

Country

City

United States

Industry

Financial Services

Skill

Financial Audits, Income Tax, Financial Operations, Continuous Improvement, Key Performance Indicators, Long-term Care, Personal Financial Planning, Wealth Management, Asset Allocation, Life Insurance, Annuity , Long Term Care Insurance, GAAP Reporting, Financial Analysis, Financial Statements, Investment Planning, Insurance Planning, U.S. Generally Accepted Accounting Principles (GAAP), Cross-functional Team Leadership, Personal Financial Advisor

Experience

Chief Financial Officer

Feeney Family Office

2024-11 - Present · 1 yr 11 mos

Quincy, MA

Helping families and businesses navigate financial success by leveraging my expertise as a CPA, CFP®, IAR, and Insurance Producer. I implement tailored tax and financial strategies to optimize outcomes, align the family's goals with their legacy, foster sustainable growth, and manage complex wealth transitions. My role also includes educating the next generation on financial literacy and facilitating seamless wealth transfer.

Managing Partner

Bilingual Financial Group, LLC

2002 - Present · 24 yrs

Woburn, Massachusetts, United States

Empowering individuals, families, and small business owners to achieve financial success. Offering personalized financial education, consultation, and holistic solutions tailored to your needs. Advocate for financial literacy, particularly supporting working class, small business owners & new immigrants.

Vice President Finance

Feeney Brothers Utility Services

2021 - 2024 · 3 yrs

North Gas Divison

A strategic, leadership-oriented financial professional who combines financial expertise with a genuine passion for making a positive impact. I am driven by the desire to create financial success, foster growth, and empower employees and organizations to achieve their full potential.

Corporate Controller

Feeney Brothers Utility Service Group

2002 - 2020 · 18 yrs

Boston, MA

Extensive hands-on experience in managing all aspects of financial operations. My track record demonstrates the ability to identify opportunities, implement innovative solutions, streamline processes, drive growth, and optimize financial performance. I excel in leveraging cross-functional collaboration to achieve organizational goals and drive success.

Audit Assuance & Tax Accountant

O'Connor & Drew, P.C.

2000 - 2002 · 2 yrs

Provided audit and assurance services. Experienced with complex tax solution involving high net worth clients tax planning. Prepared and reviewed various tax returns, including corporate, trust & individual income taxes, gift taxes, estate taxes, etc.