Calvin Lo, CFA, CFP®
Calvin Lo
CFA, CFP®
Managing Director
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Why you are passionate about financial planning?
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My grandfather was a top movie producer in Hong Kong in the 1970 & 80’s. He brought Bruce Lee, Jackie Chan and Jet Li to the movie industry. With a talent for making movies, he created great wealth for himself. However, he neglected to manage his finances, leaving him unable to pass down the legacy he wished for. Having a trusted advisor at my grandfather’s side could have helped him achieve the legacy he wanted to leave behind. It’s too late to change my grandfather’s story, but I am glad I now help other families avoid the same mistakes and achieve their goals. It’s not about the money you make, it’s about the money you keep and the impact you make with it.
Education, Accreditation, and Career
- CFA® charterholder
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Royal Oak Capital Management, Principal and Portfolio Manager
- Merrill Lynch Equity Research, Equity Analyst
- Merrill Lynch Private Banking and Investment Group, Investment Analyst
- B.S. in Management Science Highest Honors, University of California-San Diego
- London School of Economics