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Our Story

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Financial Planning

Robert Lo

Robert Lo, CFA, CFP®

Founder, Financial Planner & Investment Strategist

(206) 866-6778

(206) 274-9188

Investment Management

Robert Lo

Robert Lo, CFA, CFP®

Founder, Financial Planner & Investment Strategist

(206) 866-6778

(206) 274-9188

Liyin Bao

Liyin Bao, CFA

Portfolio Manager

(206) 866-6778

(206) 274-9188

Operations

Compliance

Kim Nellesen

Kim Nellesen

Compliance Specialist

(206) 866-6778

(206) 274-9188

Dave Kaplan

Dave Kaplan

Compliance Analyst

(206) 866-6778

(206) 274-9188

Thomas Gooden

Thomas Gooden, AIF

Chief Compliance Officer

(206) 866-6778

(206) 274-9188