Mike Loo Email & Phone Number
Independent Financial Advisor @ Trilogy Financial
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Mike Loo Location
- Irvine, CA, US
Mike Loo Work
- 2002 -now Independent Financial Advisor @
- 2001 -2001 Business Development Intern @
- 1997 -2000 Management Trainee @
- 1996 -1997 Intern @ A.G. Edwards, Merrill Lynch, State Farm Insurance
Mike Loo Education
- University of Southern California
(Master of Business Administration - MBA, Finance & Marketing)
2000-2002 - University of California, Davis
(Bachelor of Science - BS, Consumer and Managerial Economics)
1992-1997
Mike Loo Skills
- 401k Rollovers
- 529 Plans
- Asset Allocation
- Asset Protection
- College Savings Plans
- Employee Stock Options (ISO and NQO)
- Financial Planning
- Inherited IRA
- Investment Management
- Investment Strategies
- Life Insurance
- Long Term Care Insurance
- Net Unrealized Appreciation (NUA)
- Retirement
- Roth IRA
- SEP IRA
- Simple IRA
- Stretch IRA
- Tax Free Income
- UTMA/UGMA
- Variable Annuities
- Wealth Management
- Leadership
- Series 63
- Retirement Income Strategies
- Retirement Planning
- Employee Stock Options Iso And Nqo
- Portfolio Management
- Investments
- Investment Advisory
- Education Ira
- Mutual Funds
- Strategic Financial Planning
- Microsoft Word
- Budget Management
- JavaScript
- Net Unrealized Appreciation Nua
- ETFs
- Series 65
- Series 7
- Employee Stock Options
- Net Unrealized Appreciation
Mike Loo Summary
- Mike Loo, based in Irvine, CA, US, is currently a Independent Financial Advisor at Trilogy Financial Services. Mike Loo brings experience from previous roles at IBM, Franklin Templeton and A.G. Edwards, Merrill Lynch, State Farm Insurance. Mike Loo holds a 2000 - 2002 University of Southern California. With a robust skill set that includes 401k Rollovers, 529 Plans, Asset Allocation, Asset Protection, College Savings Plans and more. Mike Loo has 2 emails on RocketReach.
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