About Lily Ho

.Lily Ho, CFP®

Ms. 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's services includes access to variety of security products, mutual funds, variable annuities, VULs, and life insurance products which design to meet your needs.  Instead of worrying about short-term market indicators, the investment companies that Ms. Ho works with provide financial tools that will integrate into any investment strategy. 

What We Do.

With over 20 years of experience, Ms. Ho can help you stay confident through periods of uncertainty created by fluctuating domestic and foreign markets.  Ms. Ho also helps protect her clients from life-expectancy risk, whether is the risk of living too long or risk of premature death as well as working with attorneys and CPAs to find ways to help her clients fund their ILIT. 

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
  • When appropriate, offering financial products designed to add diversification, consistency and market opportunities to her clients' portfolios. 



TX Insurance License #: 2047365


CA Insurance License #: 0C70449


CRD #: 4336165