2601 Main Street
Suite 200
Irvine, CA 92614
(949) 221-8105 ext 2128
michael.loo@lpl.com

Mike Loo, MBA

Vice President of Investments

Mike's Story Sign up to stay in touch! Mike's Investment Philosophy

Welcome!

Welcome!  Many of us dream of being free to work when we want and how long we want, but how many of us are actually living the dream or can confidently say that we’re on track?  What’s keeping you from that financial independence?  Is it a tax burden?  Do you lack strategies appropriate for you to help reach both present and future goals?  Could the problem be your advisor, who doesn’t keep in touch with you or doesn’t return your important calls in a timely manner?

To review your situation and identify areas of improvement, email or call me at (949) 221-8105 ext 2128.  I’m client focused, take a comprehensive team approach to your investment strategy, and love to work with USC alums and fans.

Services Offered:

  • Comprehensive overview of your complete financial picture  (ie investments, insurance, estate planning)
  • Consultation with your other trusted advisors (ie attorneys, CPAs, etc) for a personalized team approach to your financial plan
  • Ongoing personal service
  • Quarterly, Semi-Annual, or Annual Reviews

Benefits:

  • Easy personal access to your trusted advisor
  • Quality support from a well established company
  • Customer Oriented Services
  • Customized financial roadmap towards retirement

Want to Get Started Right Away?

Start Your Financial Plan Online Now!


Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

View all videos arrow