Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Operations
Liyin Bao, CFA
Portfolio Manager
2062749188
Liyin Bao, CFA, leads the Cornerstone Wealth Portfolios investment team. Since joining the firm in 2012, he has managed a broad range of equity and fixed income portfolios in the program. In 2019, Liyin took on leading Cornerstone...
Robert Lo, CFA
Founder & Wealth Advisor
(206) 274-9188
Robert Lo entered the financial industry 10 years ago with one goal: Helping people understand the world of personal finance and make better financial decisions. With a vision to build his firm based on trust and respect, Robert has...
Operations
Compliance
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.