Cliff  Loh,  CFP<sup>&reg;</sup> - Financial Advisor

Cliff Loh, CFP®

Aspiriant

2570 W. El Camino Real, Ste. 520
Mountain View, CA 94040
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General

Cliff Loh is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspiriant in Mountain View, CA and the surrounding communities.

Financial Advisor Overview

Former engineer, turned financial planner. I really value thoughtful, data driven financial planning and also the human side of planning and investing.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Investment Management, Insurance, Long-term Care, Medical & Health Issues

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Helpful Financial Planning Resources