Products and Services At-A-Glance

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

  • Life Insurances
  • Mutual funds
  • Variable Annuities
  • Variable Universal Life insurance
  • Stocks
  • Professionally managed portfolios
  • Retirement Planning and Tax-Advantaged Accounts
  • College savings funds
  • Health Insurances - certified as a CoveredCa agent
  • Diversification
  • Dollar Cost Averaging 
  • Information and analysis of the investment marketplace