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Our Story

When I was a young boy, a relative told me she would save all her hard-earned money and put it under the mattress.  That was the only way she knew how to “grow” the money.   That hard-earned money back then would have built a significant pool of wealth for her if it had been invested wisely.  But without proper guidance from a professional, that money lost its value significantly due to inflation over time.

That story had a tremendous impact on me.  It made me curious about how different investments work and how they impact our lives.  It was my inspiration to become a Financial Planner, to help people make better financial decisions.

As a Financial Planner and Investment Strategist, I want to know what is important to you.  I build personalized financial plans and investment strategies to help achieve your goals.  By working together, we monitor your progress and revisit your goals to help you stay on track.

I have a background in Engineering and I am a CERTIFIED FINANCIAL PLANNER and a CFA (Chartered Financial Analyst) charterholder. 

When you are ready, let’s talk! 

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