Elizabeth "Li" Connolly, CPA

Li Connolly has been in the business of helping clients make sense of financial matters for more than 25 years. As the founding owner of both Connolly, Steele & Company, a CPA firm in business for more than 20 years, and CSC Financial Strategies, her goal is to educate clients and provide clarity on tax and financial planning concerns. Li serves her clients with the belief that it is most important that they are fully informed when making important financial decisions.

Li is proud to be a life-long Pittsburgh resident. After graduating from Duquesne University in 1988 and working for several years in the auditing department of Touche Ross, she spent some time as controller at Longue Vue Club before leaving with the entrepreneurial intent to be in business for herself and control her own destiny. Connolly, Steele & Company was formed to provide small to medium-sized businesses and individuals with support with tax and financial compliance along with customized strategies for maximizing the after-tax enjoyment of their money.

After helping small businesses and individuals for over 14 years as a practicing CPA, Li began to recognize her clients’ needs for financial planning. Many of the businesses that she worked with and their owners did not have solid relationships and needed access to financial planning advice to function most efficiently. In 2010, she gained all the appropriate licensing, insurance, and Series 7 and 66, to be able to work with clients directly to create specific financial plans for their needs. Since then, she has built supportive teams in both businesses to assist with client needs.

The financial planning process incorporated at CSC involves a comprehensive look at a client’s financial life.  There is a philosophy that one size does not fit all and it is important at any life stage to evaluate strategies that will be appropriate to that unique fact pattern.

When she isn’t hard at work, Li and her husband along with their almost-launched three sons enjoy traveling, camping, biking, and kayaking.

 

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Phone 412-761-9180