Products and Services At-A-Glance


Ms. Ho is dedicated to assisting individuals plan for their future financial needs by providing access to an array of products and services including:



  • Health Insurances - certified as a CoveredCa agent

  • Life Insurances

  • Mutual funds

  • Variable Annuities*

  • Variable Universal Life insurance

  • Professionally managed portfolios

  • Retirement Planning and Tax-Advantaged Accounts

  • Consolidated Financial Statements

  • Information and analysis of the investment marketplace

  • College savings funds

  • Diversification

  • Dollar Cost Averaging