San Mateo, CA W Hillsdale Blvd Office

Xiang Li is a financial advisor at LPL Financial with 21 years of industry experience. He has held his current position since 2010. Outside of advising, he works as an interpreter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Rule Jr. is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved in selling individual health insurance plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Edgardo Moncada is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2009. Outside of his advisory role, he co-owns a three-unit residential building with his family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal research, third-party subadvisors, and technology-driven strategies.

Flor Santana is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with LPL Financial since 2009. Santana also teaches part-time at the College of San Mateo. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support from both internal and third-party sources.

Mark Bernard is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Bernard also serves as an instructor at the College of San Mateo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.