Simon Ho

I’m Simon Ho, a licensed financial professional with years of experience helping individuals and families make confident financial decisions. I hold both my Life and Health Insurance license as well as Series 6 & 63 securities licenses, allowing me to offer well-rounded strategies in protection, savings, and investments.

What I love most about my work is seeing clients gain clarity and confidence about their financial future. Money can often feel complicated or overwhelming, and my passion is breaking it down in simple, practical ways that make sense.

Clients who work with me appreciate my straightforward, educational approach. I don’t believe in a “one-size-fits-all” plan — instead, I take the time to understand your unique goals, whether it’s protecting your family, planning for retirement, or building long-term wealth.

What sets my business apart is a focus on both education and empowerment. I want every client to walk away not just with a solution, but also with the knowledge and tools to make informed decisions moving forward.

Special skills & methods:

Clear, step-by-step guidance on insurance and investment options

Strategies that prioritize your goals and budget

A client-first approach built on trust, transparency, and ongoing support

When you work with me, you can expect professionalism, personal attention, and a genuine commitment to helping you reach financial independence.