Robert Lo
Financial Planner & Investment Strategist
- Role
- Financial Planner & Investment Strategist at Stone 8 Wealth Management
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Robert Lo
When I was a young boy, a relative told me she would save all her hard-earned money and…
Experience
Financial Planner & Investment Strategist
Jul 2013 — Present · Bellevue, WA, US
Education
Cornell University
Master of Engineering, Applied Operations Research
2004 — 2005
Cornell University
Bachelor of Science, Operations Research
2001 — 2005
Skills
- Equities
- Finance
- Wealth Management
- Investment Strategies
- Investment Management
- Strategic Financial Planning
- Life Insurance
- Portfolio Management
- Securities
- Financial Risk
- Fixed Income
- Retirement Planning
- Asset Managment
- Risk Management
- Personal Financial Planning
- Investments
- Credit
- Bloomberg
- Mutual Funds
- Multi-Generational Wealth Transfer
- Real Estate
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