About Lily Ho

Lily Ho

Lily Ho has been providing a range of financial products and services since 2000 to help enhance, protect and preserve the assets of her clients.  Ms. Ho offers access to hundreds of mutual funds, variable annuities, VULs, Life insurances, and professionally managed portfolios. Instead of worrying about short-term market indicators, the investment companies that Ms. Ho works with provide financial tools that will integrate into an investment strategy suited to your long-term needs.

What We Do.

Ms. Ho works with each client to develop a personalized financial strategy that keeps important and long-term goals in focus despite potential temporary market volatility.  With over 20 years of experience, she can help you stay confident through periods of uncertainty created by fluctuating domestic and foreign markets.


Ms. Ho assists her clients to work toward their financial objectives by:

  • Listening carefully to each client's investment goals
  • Assessing each client's tolerance for risk
  • Providing customized investment advice to assist clients in meeting their investment goals
  • When appropriate, offering financial products designed to add diversification, consistency and market opportunities to her clients's portfolios