Stone 8 Wealth Management
12011 Bel-Red Road, Suite 200
Bellevue, WA 98005
www.stone8wm.com
Robert Lo entered the financial industry almost 20 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 through LPL Financial and his Series 66 through Cornerstone Wealth Management. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER® professional.
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 respected track record for delivering sophisticated financial solutions.
Robert and his family reside in Kirkland. They enjoy traveling, hiking, and learning about different cultures through food.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.
Stone 8 Wealth Management and Cornerstone Wealth Management are not registered as a broker-dealer.