Justin Cho Email & Phone Number
Senior Vice President, Senior Wealth Manager @ Lido Advisors, LLC
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Justin Cho Location
- California, United States
Justin Cho Work
- Senior Vice President, Senior Wealth Manager @ (January 2026 - Present)
- Vice President, Wealth Manager @ (January 2025 - January 2026)
- Wealth Manager @ (February 2023 - January 2025)
- Advanced Wealth Planner @ (September 2021 - February 2023)
- Financial Planning Consultant @ (August 2021 - September 2021)
- Financial Planning Associate @ (November 2018 - August 2021)
- Intern @ (May 2018 - July 2018)
- Fiscal Assistant @ (April 2017 - May 2018)
- Campus Ambassador @ (February 2018 - April 2018)
- Extern @ Rowling & Associates (February 2018 - April 2018)
- Student Ambassador @ The Morning Brew (March 2017 - April 2018)
- Cashier Customer Service @ (August 2016 - December 2016)
- Sales Associate and Intern @ SOVRN Republic (March 2016 - August 2016)
- College of Business Representative @ (February 2016 - June 2016)
- Recreational Leader @ City of Walnut (May 2015 - August 2015)
Justin Cho Education
- The American College of Financial Services
Accredited Estate Planner Designation (Estate Planning)
2022-2022 - Bryant University
Certified Financial Planning (Financial Planning and Services)
2019-2020 - San Diego State University
Bachelor's degree (Finance)
2014-2018 - Universidad Carlos III de Madrid
Bachelor of Business Administration (BBA) (Finance)
2017-2017 - Walnut High School
GED (Educational Leadership and Administration, General)
2010-2014
Justin Cho Skills
- Account Management
- Communication
- Customer Experience
- Customer Service
- Customer Support
- Data Entry
- Equity Compensation
- Estate Planning
- Event Planning
- Finance
- Fundraising
- Interpersonal Communication
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Options Strategies
- Organization Skills
- PowerPoint
- Public Speaking
- Relationship Development
- Sales
- Social Media
- Social Media Marketing
- Social Networking
- Tax Planning
- Team Leadership
- Teamwork
- Time Management
Justin Cho Summary
- Justin Cho, based in California, United States, is currently a Senior Vice President, Senior Wealth Manager at Lido Advisors. Justin Cho brings experience from previous roles at Lido Advisors and LPL Financial. Justin Cho holds a 2022 - 2022 Accredited Estate Planner Designation in Estate Planning @ The American College of Financial Services. With a robust skill set that includes Account Management, Communication, Customer Experience, Customer Service, Customer Support and more. Justin Cho has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Lido Advisors, LLC Employees
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Roberto Paredes
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Kerry Hamana
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Jason Ozur
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Colleen Kelly
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Ken Stern
President
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Brian Haloossim
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Jeffrey Garden
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Greg Kushner
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