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 2000-2002
- University of California, Davis 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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Top Trilogy Financial Employees
Jason Inglis
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Denver, CO, US
Kevin MacKintosh
Executive Vice President
Torrance, CA, US
Diane Zing
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Eric Perkins
Chief Operating Officer
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Mike Broker
Executive Vice President
Denver, CO, US
Chris Molony
Senior Vice President of Wealth Planning
Torrance, CA, US
Jeffrey Hackbarth
Senior Vice President
West Covina, CA, US
Jeff Motske
President
Fountain Valley, CA, US
Derrick Blanchette
Managing VP of Wealth Planning
Corona, CA, US
Gonzalo de León Plata
Managing Senior VP of Wealth Management
Scottsdale, AZ, US
Hayley Henningsen
Vice President of Business Development
Denver, CO, US
Joseph Roessler
Vice President of Wealth Management
Corona, CA, US
Tom Elkins
Regional Vice President
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Nathan Brown
Senior VP of Wealth Planning
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