Shannon Ho

About Shannon Ho

Whether it be planning for retirement or saving for a dream house, every person has a unique financial goal. That\'s precisely why I don\'t believe in a one-size-fits-all approach to building your financial future. As a licensed financial advisor with LPL Financial, I make it my resolution to customize each and every plan with the sole purpose of helping you pursue your financial dreams. I offer a wide array of strategies that can help you meet a number of insurance and financial needs including, but not limited to college funding, retirement planning, cost analysis, investment management, and lifetime income strategies. I would love the opportunity to become your trusted advisor. Please contact me at 94••••••00 for a consultation and let me show you how I can help you build the financial future that you deserve. I look forward to growing together with you!

Experience

1. Financial Advisor

   Sun Group Wealth Partners

   Jun 2015 — Present · Irvine, CA, US

   Interview clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan- Profile and analyze investment products to develop customized financial strategies for clients\' financial needs- Coordinate portfolio reviews with clients to regularly evaluate an investment\'s performance toward achieving documented long-term financial goals.

Education

• UC Irvine

  Bachelor of Applied Science (B.A.Sc.), Psychology and Social Behavior

  2013 — 2015

• UC Irvine

  Master's Degree , Master of Advanced Study in Criminology, Law and Society

  2015 — 2017

• UC Irvine

  Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections

  2011 — 2015

Skills

• Microsoft Word
• Powerpoint
• Microsoft Excel
• Leadership
• Management
• Microsoft Office
• Research
• Training