MBA in Finance from USC
Trilogy’s Top “Baker’s Dozen” Advisors* & Circle of Excellence**
Actively involved in his kids’ activities
Passionate about working out
Will video conference with clients to make it easier
With over 20 years of experience in the financial services industry, Mike Loo helps clients understand that all financial areas are equally important to pursuing their goals. Mike 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 towards and maintain financial independence, a comprehensive approach must be taken.
Mike entered the financial services industry in 1996 with internships at A.G. Edwards, State Farm Insurance, Merrill Lynch, and Pension Specialists. Upon graduating from the University of California at Davis, he accepted a job with Franklin Templeton Investments before earning his MBA in Finance from the University of Southern California’s Marshall School of Business. 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.
Originally from the Bay Area, Mike now resides in Irvine with his family. However, he does have a large number of clients in the Bay Area whom he continues to help with strategies regarding their company stock options. Mike is also focused on a comprehensive approach to his own life. When he’s not working with clients, he is actively involved in his children’s lives and in his own overall health and wellness.
*The Baker’s Dozen is an award given to the top 13 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.
Many parents are reaching that limit with their gifts to their adult children for their own expenses and gifts to their grandchildren to fund their education and contribute towards their future well-being.
Most long-term care is not medical; it is simply assistance with basic activities of daily living like bathing, dressing, eating and going to the bathroom.
Thinking about your death or that of a loved one can bring up plenty of unpleasant emotions, but having a plan to take care of the details can ease some of the stress in a time of grieving.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.