Lilian Lo, CFP®
WEALTH ADVISOR & PARTNER

My Mission

I help clients simplify complex financial matters through an educational process and provide solutions to attain their financial goals and objectives.

Accomplishments

  • Achievers at Fidelity (Top 10%)
  • President’s Circle (Top 5%)

Education

  • CERTIFIED FINANCIAL PLANNER™
  • BSc in Actuarial Science from University of Toronto
  • CFA Level 2 Candidate

Specializations

  • Retirement income planning
  • Risk management
  • Estate Planning
  • Tax Strategy
  • Succession planning

Contact Me

P: 925.395.4589

Lilian Lo is a Wealth Advisor and Partner in the San Francisco East Bay office. Lilian works with clients to develop and maintain customized financial plans to realize their financial goals and objectives. Lilian started the industry in Equity Research, and had previously, Lilian served as Senior Account Executive at Fidelity for 10 years, overseeing relationships with 500 households with approximately $1.6 billion in AUA. She founded an Independent Advisory firm, Affinity Wealth Planning in 2015, which when she merged with Vivaldi in 2017, became an equity partner at Vivaldi. Lilian is a CERTIFIED FINANCIAL PLANNER™ practitioner. In her spare time, Lilian loves to travel and explore new places with her husband, Tony, and two young sons, Bradley and Zachary. Lilian strongly believes in giving back, and actively participates in local causes benefitting children.

Lilian’s Interests

Resources Recommended by Lilian

Contact

Lilian Lo, CFP®

Wealth Adviser

Vivaldi Capital Management San Ramon

P: 925.395.4589