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Shannon Ho

Financial Advisor

Sun Group Wealth Partners

United States, California, Irvine

About Me

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.

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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