"My mission is to make a meaningful impact on the lives of my clients and the people they love. I help families make informed decisions with their money and build a strong financial foundation for both themselves and their next generation."
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. Today, he functions as a Vice President of Investments at Trilogy and an Investment Advisor Representative for Trilogy Capital, Inc.,a registered Representative for LPL Financial.
Originally from the Bay Area, Mike now resides in Irvine with his family, but he has a large number of clients in the Bay Area whom he helps with strategies regarding their company stock options.