About Lily Ho
Lily Ho, CFP®
Lily’s journey into finance was deeply influenced by her personal experiences. After losing her father at the age of 14, she witnessed her mother’s strength and resilience as a single parent. Motivated to make a positive impact, Lily began her career in finance while still in college.
Lily earned her Bachelor of Social Sciences degree with honors in Economics, Magna Cum Laude, from the University of California, Irvine. She holds multiple financial securities licenses, along with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Lily is also fluent in Mandarin, Cantonese, and Hakka.
After more than 30 years in Los Angeles, California, Lily and her family made the move to Austin in 2022. They now call Austin home, living with their three children. As a family, they cherish listening to and watching theater musicals, hiking, camping, and indulging in diverse cultural cuisines.
In her free time, Lily enjoys reading, gardening, exploring new medicinal herbs, and caring for her pet chickens.
What We Do.
With over 20 years of experiences, Lily is dedicated to helping her clients grow and protect their wealth while providing peace of mind through tailored financial strategy. She offers a range of services, including access to various security products, mutual funds, Annuities, Insurance products all designed to meet clients' individual needs. Rather than focusing on short-term market fluctuations, Lily partners with financial firms to provide tools that enhance personalized financial strategies. Additionally, she collaborates with a network of professionals, including attorneys, CPAs, and TPAs, to offer comprehensive support to her clients.
Lily assists her clients to work toward their financial objectives by:
- Listening carefully to clients' financial goals
- Assessing their risk tolerances and investment preferences.
- When appropriate, offering financial products designed to add diversification, consistency and market opportunities within their overall portfolios.
- Providing ongoing support and addressing any inquiries, concerns, and account issues.