About Philip
The son of educators, it isn’t a stretch that Philip Ho has made a career out of helping others better understand the key to long-term financial well-being and make better decisions about their money. Seeing the fruits of that labor pay off in the financial success of his clients and their families is Philip’s biggest professional reward and motivator.
Philip is a member of the Financial Planning Association (FPA), where he has served on the Financial Frontiers Award judging committee to select outstanding research papers for publication in the FPA’s Journal of Financial Planning. He also participates in community service programs to promote financial literacy and preparedness.
Education and Professional Milestones
-University of California, Los Angeles - bachelor's degree
-University of Southern California Marshall School of Business – MBA
-Joined Focus Partners Wealth in 2014
-Was a partner of Wealth Management Group LLP in Irvine, California
-Began his investment advisory career in 1995 at Merrill Lynch, where he received the firm's Certified Financial Manager designation
The son of educators, it isn’t a stretch that Philip Ho has made a career out of helping others better understand the key to long-term financial well-being and make better decisions about their money. Seeing the fruits of that labor pay off in the financial success of his clients and their families is Philip’s biggest professional reward and motivator.
Philip is a member of the Financial Planning Association (FPA), where he has served on the Financial Frontiers Award judging committee to select outstanding research papers for publication in the FPA’s Journal of Financial Planning. He also participates in community service programs to promote financial literacy and preparedness.
Education and Professional Milestones
-University of California, Los Angeles - bachelor's degree
-University of Southern California Marshall School of Business – MBA
-Joined Focus Partners Wealth in 2014
-Was a partner of Wealth Management Group LLP in Irvine, California
-Began his investment advisory career in 1995 at Merrill Lynch, where he received the firm's Certified Financial Manager designation