Lily  Ho,  CFP<sup>&reg;</sup> - Financial Advisor

Lily Ho, CFP®

4002 E Highway 290
Dripping Springs, TX 78620-4207
FINANCIAL ADVISOR'S WEBSITE
(626) 589-6197 CONNECT WITH Lily
  • linkedin link

General

Lily Ho is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in Dripping Springs, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: TX, CA, GA, MI
  • Health/disability insurance: TX, Ca
  • Fixed annuities: TX, CA, GA, MI
  • Variable annuities: TX, CA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources