“In the very competitive HNI insurance space, Simon stands out not only due to his strong technical skills but his customer focussed approach and communication skills with clients which are quite unique. He has very deservedly earned a reputation among many in the industry as being the “go to” guy for complex cases. We have worked closely on several cases and I would unhesitatingly recommend Simon as a subject matter expert and an experienced professional who is personally a pleasure to interact with.”
About
• An experienced and polished wealth planning consultant with a proven track record of…
Activity
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InCred Global Wealth is pleased to announce the successful conclusion of their recent event along with Mercer, which proved to be an exceptional…
InCred Global Wealth is pleased to announce the successful conclusion of their recent event along with Mercer, which proved to be an exceptional…
Liked by Simon A. Lo
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I am honored to share that I am serving on the 2024 American Cancer Society Evening of Hope - Executive Leadership Board. On Saturday, November…
I am honored to share that I am serving on the 2024 American Cancer Society Evening of Hope - Executive Leadership Board. On Saturday, November…
Liked by Simon A. Lo
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"Many of us have heard the phrase, “Culture eats strategy for breakfast.” Attributed to management educator Peter Drucker, the phrase simply means…
"Many of us have heard the phrase, “Culture eats strategy for breakfast.” Attributed to management educator Peter Drucker, the phrase simply means…
Liked by Simon A. Lo
Experience
Education
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Michigan State University College of Law
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Activities and Societies: • Editor-in-Chief, Journal of International Law • Moot Court Board • Treasurer, Student Bar Association • Treasurer, Phi Alpha Delta Legal Fraternity
• Graduated with Distinction, Dean's List
• Class Award for top performance in:
Research, Writing & Advocacy
Secured Transactions
Criminal Law
• Teaching Assistant, Secured Transaction and Criminal Law -
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Activities and Societies: President, East Asian Studies Student Union
Volunteer Experience
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Thurston County Legal Clinic Volunteer Attorney
Olympia, Washington
- 2 years
Languages
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English
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Cantonese
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Organizations
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Washington State Bar Association
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- Present
Recommendations received
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LinkedIn User
9 people have recommended Simon A.
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I was delighted to provide an overview of Universal Life Insurance as a liquidity & succession planning solution for international HNWI/UHNWI at The…
I was delighted to provide an overview of Universal Life Insurance as a liquidity & succession planning solution for international HNWI/UHNWI at The…
Liked by Simon A. Lo
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Commencement ceremonies truly made me emotional! Congrats to MSc in Wealth Management (MWM) Class of 2023! Especially touched by Ye Lin who made the…
Commencement ceremonies truly made me emotional! Congrats to MSc in Wealth Management (MWM) Class of 2023! Especially touched by Ye Lin who made the…
Liked by Simon A. Lo
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Warmest welcome to the incoming cohort of SMU MSc in Wealth Management (MWM)! You will be part of a significant milestone as the MWM would be…
Warmest welcome to the incoming cohort of SMU MSc in Wealth Management (MWM)! You will be part of a significant milestone as the MWM would be…
Liked by Simon A. Lo
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They are at the core of our business. And have been for almost 40 years. Through the long-standing relationships that started with Rajesh and…
They are at the core of our business. And have been for almost 40 years. Through the long-standing relationships that started with Rajesh and…
Liked by Simon A. Lo
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Some say everything is in the data. We say everything is in the details. Throughout our network of global offices, our team has been meticulously…
Some say everything is in the data. We say everything is in the details. Throughout our network of global offices, our team has been meticulously…
Liked by Simon A. Lo
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For Farro Capital Speed Becomes Essential in Family Office Business: Amidst the volatile market situation, risk management has been a very strong…
For Farro Capital Speed Becomes Essential in Family Office Business: Amidst the volatile market situation, risk management has been a very strong…
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