Robert Lo, CFA
Stone 8 Wealth Management
2018 156th Avenue, Suite 100
Bellevue, WA 98007
Robert Lo entered the financial industry over 10 years ago with one goal: Helping people understand the world of personal finance and make better financial decisions. With a vision to build his firm based on trust and respect, Robert has far exceeded that objective.
Robert holds a Master of Engineering degree and a Bachelor of Science degree from Cornell University with an emphasis in Operations Research. He holds Series 7 registration through LPL Financial, and Series 66 registration through both LPL Financial and CWM. He is also a Chartered Financial Analyst (CFA) charterholder.
Robert has extensive experience advising individuals, families, and corporations alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.
No client is too big or too small. Robert has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides.
"Putting my clients ahead of everything else has been the foundation for my business," said Robert.
Robert and his wife Clarence reside in Kirkland. While trying to keep up with endless yard work and his honey-do list, Robert and his family enjoy traveling, snowboarding, food and wine tasting.
Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.