With over 20 years of experience in the financial services industry, Mike Loo has spent the majority of his career committed to learning all aspects of financial and estate planning. Mike focuses on the areas of wealth accumulation, distribution strategies and wealth transfer strategies. In this very competitive industry, Mike helps clients understand that all financial areas are equally important to reaching their goals. He believes in a complete overview approach for all of his clients.
Mike entered the financial services industry in 1996. He started with an internship at A.G. Edwards. He then continued on with internships at State Farm Insurance, Merrill Lynch, and Pension Specialists later that year. Upon graduating from the University of California at Davis in 1997 with a dual concentration in Consumer and Managerial Economics, he accepted a job with Franklin Templeton Investments.
Mike took a break from the corporate world and earned his MBA in Finance from USC. He graduated from the University of Southern California’s (USC) Marshall School of Business, a top tier business school ranked in the Top 25 schools in the nation, in 2002. Upon graduating from USC, Mike accepted a job with Trilogy Financial. Today, he functions as a Vice President of Investments at Trilogy and an LPL Investment Advisor Representative.
Who Mike does his best work for: Mike’s primary client base is Gen X’ers (those born between 1965 and 1980), with a tail end of the Baby Boomers and a front end of the Millennials. The people who seek Mike’s help have usually reached a point where the money they’ve saved is “real” or significant to them, and they no longer feel comfortable or have the time/interest in managing their finances. They want the help of an advisor who knows what they’re going through, has a lot of experience, and will be around for a long time.
Mike helps clients answer questions on topics such as:
- College Planning – How much should I save for college? How am I going to afford paying for college? How much financial aid might I expect when my child goes to college?
- Retirement Planning – How much should I be putting away for retirement? What options do I have to save for retirement if I don’t have a 401k? What other options do I have to save for retirement if I’m already maxing out my 401k?
- Paying Off the House – Should I pay off my mortgage early? How much of my extra money should go towards paying down the mortgage? What can I do with the extra money to help my kids start a leg up on their future?
- Life Insurance – How much life insurance do I really need? When should I consider buying life insurance?
If you have these or other questions/concerns, contact Mike for an initial phone conversation!
A native Californian, Mike competed in both wrestling and swimming at the high school level. Prior to having a family, he was a Big Brother in Big Brothers Big Sisters of Orange County. He currently resides in Irvine, California with his wife and two children, but travels to the Bay Area multiple times throughout the year to meet with clients in Northern California. Learn more about his passion for helping others and why he became a financial advisor here.
Should you have any questions, would like more information about him, or would like to set an appointment, please email or call him at (949) 221-8105 ext 2128.