Lifan Shen
Lifan Shen, CFA, has been advising select high-net-worth families, businesses and non-profit institutions for over 20 years. He began his career in private wealth at the Goldman Sachs Group and the J.P. Morgan Private Bank. Today, at Merrill, Lifan is supported by a team with over five decades of experience in investments, estate planning services, philanthropy and lending. Since 2000, he has established a strong and consistent track record of serving clients, helping them to grow and preserve their wealth through multiple challenging economic and market cycles and major life events. He has leveraged his own extensive investment experience to develop a disciplined and sustainable process that prioritizes prudent risk management, long-term growth, intelligent planning, tax efficiency and transparency. Lifan has also worked closely with clients to design financial education programs tailored to meet their needs, often to instill financial literacy and accountability in the next generation.
Lifan has developed a thoughtfully structured approach to wealth management that is guided by a deep understanding of each client's goals and risk tolerance. He and his team actively engage with a client's key advisors – investment, legal, tax, business – coordinating them to create a system of financial checks and balances that helps to ensure optimal outcomes for the client and their family. Lifan firmly believes that the only way to build a customized strategy that is both financially optimal and sustainable is to develop a genuine understanding of what the client hopes to achieve, what causes they care about and what keeps them up at night. He seeks an open and collaborative relationship with every client, actively listening and learning in order to gain insight that extends beyond their balance sheet to their values and their financial and emotional decision-making processes.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
