Caiqin Li

 Caiqin Li is the president of Galaxy Wealth Management, LLC which is affiliated with Osaic Wealth, Inc/Sagepoint Financial Inc since 2015. Prior to joining Osaic Wealth Inc, she was a financial consultant with AXA Advisors, LLC and New York Life since 2011.

Caiqin Li is committed to helping her clients reach their financial goals, working primarily with business owners, executives, physicians, CPA, lawyers, engineering and higher education professionals etc. She believes in a full strategic financial planning approach that includes retirement planning, income tax planning, investment planning, estate planning, education planning, life insurance planning, long term care planning and disability insurance planning etc.

Caiqin Li holds MBA from University of Florida and Master of Science from University of Minnesota and Bachelor from Shanghai University of Sport. She also holds the FINRA Series 7, and 66 securities registration and 2-15 license to offer life, health and annuities in many states in USA.

Caiqin Li combines her personal service and leadership skills with Osaic Wealth, Inc’s size and strength to provide a cornerstone of service and strategy. Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative and transactional. Caiqin Li won the top 6 of special sale leader in 2017 with Advisor Group/ Sagepoint Financial Inc and won the achievers Elite financial Advisor in 2018 in ConnectEd Conference. Caiqin Li also won numerous awards within AXA Advisors, National Leader Forum in 2015 &2014, Centurion Award, Community Service Award, DSF Associate of the Year, Fast Star Award in 2014 and Fast Star Award in 2013.

Caiqin Li is also an active member of numerous Chinese and American Community Organizations: Chinese Acupuncture and Western Medical Associations.  International Leadership Foundations; The Chinese Association of Science, Education and Culture of South Florida; The Federation of Florida Chinese Association; Florida Shandong Fellowship Association, Inc; Taiwanese Business Association; Taiwanese Chamber of Commerce, The Culture Education Scholarship Foundation of the Chinese Women’s Club of Great Miami; Rotary Club of Weston, Weston Bar Association and Great Miami Chamber of Commerce Boca Raton Chamber of Commerce etc.

 Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and Galaxy Wealth Management, LLC, products or services referenced here are independent of Osaic Wealth. 

The Achievers Elite Financial Advisor award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. The award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Top 6 of Sagepoint Financial Inc In Insurance businesses. The award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Qualification to attend the National Leader Forum in 2015: This award was issued by AXA Advisors LLC based on 2014 Gross Dealer Concession (CDG) above 200k at AXA Advisors LLC. There was no application or voting for the award, and no clients were consulted for this award and no fee was paid for this award. Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client experiences Qualification to attend the National Leader Forum in 2015: This award was issued by AXA Advisors LLC based on 2014 Gross Dealer Concession (CDG) above 200k at AXA Advisors LLC. There was no application or voting for the award, and no clients were consulted for this award and no fee was paid for this award. The Centurion Award was issued by AXA Advisors LLC based on 2014 Gross Dealer Concession (GDC) above $200,000 at AXA Advisors LLC. There was no application or voting for the award, and no clients were consulted for this award and no fee was paid for this award. Third-Party rankings rankings and recognitions are no guarantee of future investment success and are not representative of all client experiences. This award was issued by AXA Advisors LLC based on 2014 Gross Dealer Concession (GDC) above $200,000 at AXA Advisors LLC. There was no application or voting for the award, and no clients were consulted for this award and no fee was paid for this award.  The Fast Star Award was issued by AXA Advisors, LLC based on the first five months' productions in 2014 of the Development Sales Force (DSF) Advisor. A DSF is someone that has worked for the South Florida Branch of AXA Advisors, LLC for less than 4 years. There was no application or voting for the award. Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client experiences. This award was issued by AXA Advisors, LLC based on the first five months' productions in 2014 of the Development Sales Force (DSF) Advisor. A DSF is someone that has worked for the South Florida Branch of AXA Advisors, LLC for less than 4 years. There was no application or voting for the award.  Qualification to attend the National Leader Forum in 2014. This award was issued by AXA Advisors LLC based on 2014 Gross Dealer Concession (CDG) above 200k at AXA Advisors LLC. There was no application or voting for the award, and no clients were consulted for this award and no fee was paid for this award. Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client experiences. Qualification to attend the National Leader Forum in 2014. This award was issued by AXA Advisors LLC based on 2014 Gross Dealer Concession (CDG) above 200k at AXA Advisors LLC. There was no application or voting for the award, and no clients were consulted for this award and no fee was paid for this award.  Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client experiences.