Whether it be planning for retirement or saving for a dream house, every person has a unique financial goal. That's precisely why I don't believe in a one-size-fits-all approach to building your financial future. As a licensed financial advisor with LPL Financial, I make it my resolution to customize each and every plan with the sole purpose of helping you pursue your financial dreams. I offer a wide array of strategies that can help you meet a number of insurance and financial needs including, but not limited to college funding, retirement planning, cost analysis, investment management, and lifetime income strategies.

Shannon Ho
Financial Advisor
Sun Group Wealth Partners
United States, California, Irvine
About Me
Profile Information
Financial Advisor
Sun Group Wealth Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Irvine
California
United States
Sep 6, 2024
Work Experience
Sun Group Wealth Partners
Financial Advisor Jun 2015 - Present
Email: shannon@sungroupwp.com
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