Lilian Lo, CFP
Vivaldi Capital Management LLC
Certified Financial Planner in San Ramon, CA
http://www.affinitywealthplanning.com
Address:2010 Crow Canyon Pl Ste 100
San Ramon, CA 94583
About Lilian Lo
Lilian Lo is a financial professional at Vivaldi Capital Management LLC located in San Ramon, California. Lilian Lo holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lilian Lo provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lilian Lo2010 Crow Canyon Pl Ste 100
San Ramon, CA 94583
Phone Number:
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Website:
http://www.affinitywealthplanning.com
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