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Robert Lo, CFA, CFP®

Robert Lo, CFA, CFP®

Founder, Financial Planner & Investment Strategist

Robert Lo entered the financial industry almost 20 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 far exceeded that objective.

Robert holds a Master of Engineering degree and a Bachelor of Science degree from Cornell University with an emphasis in Operations Research. He holds Series 7 and 66 registrations through LPL Financial. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Robert has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.

No client is too big or too small. Robert has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides.

Robert and his family reside in Kirkland.  They enjoy traveling, hiking, and learning about different cultures through food.