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MIKE LOO, MBA

SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
  • 401(k) & Retirement Planning
  • Saving for College
  • Saving for Retirement
  • Insurance & Long Term Care
  • Investment & Income Planning Strategies
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Check out what my clients have to say!

"Mike has been our financial advisor for many, many years and gives us confidence in our financial future! He always takes the time to explain everything and advises us if there’s something we can do to ensure a comfortable future for my husband and me. He never pressures us into any decisions but gives us all the information we need to make the right choice for ourselves. He’s incredibly knowledgeable and cares, which gives us confidence over our finances."
Sandra O.This statement is a testimonial by a client of the financial professional as of 05/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Mike Loo has handled my financial portfolio for 20 years. A consummate professional, he answers questions in a timely manner, updates me on what’s happening in the “market”, and uses his expertise to advise the financial avenues I might take. I feel that Mike’s knowledge of the financial world and his ability to care for his clients, allows me to rest easy about my finances.
Susan W.This statement is a testimonial by a client of the financial professional as of 10/14/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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2601 Main Street #100 Irvine, CA 92614
Phone: (949) 536-2030 | Email: michael.loo@trilogyfs.com

Call Us To Get Started. (844) 356-4934

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Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.

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