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, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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