Mike Loo

MBA
Personal Finance, Retirement, Investing
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26
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“As an independent financial advisor, Mike Loo's mission is to make a meaningful impact on the lives of his clients and the people they love.”
Firm:

National Planning Corporation / Trilogy Financial Services

Job Title:

Investment Advisor Representative

Biography:

With over 20 years of experience in the financial services industry, Mike Loo has spent the majority of his time committed to learning all aspects of financial, tax, and estate planning, especially in the areas of wealth accumulation, distribution strategies and wealth transfer strategies. In this very competitive industry, Mike helps clients understand that all financial areas are equally important to reaching their goals. He believes in a complete overview approach for all of his clients.

Mike entered the financial services industry in 1996 with an internship at A.G. Edwards. He then continued on with internships at State Farm Insurance, Merrill Lynch, and Pension Specialists later that year. Upon graduating from the University of California at Davis in 1997 with a dual concentration in Consumer and Managerial Economics, he accepted a job with Franklin Templeton Investments.

Mike took a break from the corporate world in August 2000 to attend the University of Southern California’s (USC) Marshall School of Business, a top tier business school ranked in the Top 25 schools in the nation, where he earned his MBA in Finance in 2002. Upon graduating from USC, Mike accepted a job with Trilogy Financial Services. Today, he functions as a Vice President of Investments at Trilogy and an Investment Advisor Representative for National Planning Corporation. He is also a part of a Dave Ramsey SmartVestor Pro team that services Orange County.

A native Californian, Mike competed in both wrestling and swimming at the high school level. Prior to having a family, he was a Big Brother in Big Brothers Big Sisters of Orange County. He currently resides in Irvine, California with his wife and two children, but travels to the Bay Area multiple times throughout the year to meet with clients in Northern California.

Education:

BS, Consumer & Managerial Economics, University of California, Davis
MBA, Finance & Marketing, University of Southern California - Marshall School of Business

CRD Number:

2935844

Disclaimer:

Advisory services provided by TrilogyCapital, Inc., a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC and Investopedia.  Please consult with your representative to confirm on which company's behalf services are being provided. NPC and Investopedia are separate and unrelated companies.

Investing entails inherent risk and NPC does not guarantee investment success, nor should it be assumed that working with a SmartVestor Pro will produce better results than working with a financial professional who is not associated with the program. Financial professionals pay a fee to be listed as a SmartVestor Pro and are not screened based on investment performance or client testimonials. NPC is an independent company and is not affiliated with SmartVestor Pro, Lampo Licensing, LLC or Dave Ramsey and their related businesses.

All Articles
June 2017
    Investing, Real Estate
June 2017
    Financial Planning, Personal Finance
May 2017
    Retirement, Retirement Living, Retirement Plans
May 2017
    Personal Finance, Insurance, Financial Planning
May 2017
    401(k), IRAs, Retirement Plans, Retirement Savings

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