MBA in Finance from USC
Trilogy’s “Top 5” Advisors* & Circle of Excellence**
Actively involved in his kids’ activities
Passionate about working out and living a healthy lifestyle
Has clients across the country from as far west as Hawaii to as far east as Maine
With over 25 years of experience in the financial services industry, Mike Loo has spent the majority of his time committed to becoming familiar with all aspects of financial, tax and estate planning, especially in the areas of wealth accumulation, distribution strategies and wealth transfer strategies. He understands that to help his clients work toward and maintain financial independence, a comprehensive approach must be taken. Mike prides himself on the personal relationships he’s developed with his clients and takes a proactive approach in connecting with them throughout the year.
Who he does his best work for:
Mike’s primary client base is Gen X’ers (those born between 1965 and 1980), with a tail end of the Baby Boomers and a front end of the Millennials. The people who seek Mike’s help have usually reached a point where the money they’ve saved is “real” or significant to them, and they no longer feel comfortable or have the time/interest in managing their finances.They want the help of an advisor who knows what they’re going through, has a lot of experience, and will be around for a long time. Mike helps clients answer questions on topics such as:
College Planning – How much should I save for college? How am I going to afford paying for college? How much financial aid might I expect when my child goes to college?
Retirement Planning – How much should I be putting away for retirement? What options do I have to save for retirement if I don’t have a 401k? What other options do I have to save for retirement if I’m already maxing out my 401k?
Paying Off the House – Should I pay off my mortgage early? What can I do with the extra money to help my kids start a leg up on their future?
Life Insurance – How much life insurance do I really need? When should I consider buying life insurance?
If you have these or other questions/concerns, contact Mike for an initial phone conversation!
Mike currently resides in Irvine with his family, but his largest number of clients reside in the San Francisco Bay Area, where he helps those in the tech industry with strategies regarding their company stock options. When he’s not working with clients, he is actively involved in his children’s lives and in his own overall health and wellness. He is currently an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Series 6, 7 and 63 Registrations with LPL Financial. Visit mikeloo.com for more information.
*The Top 5 Advisors is an award given to the top 5 Individual Advisors for the year based on total weighted production.
**The Circle of Excellence is an exclusive conference for Trilogy Financial Advisors. Invitations are given to 20% of Trilogy advisors based on annual production.
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