TERENCE LO

DIRECTOR

Professional Details

• 30+ years investment and financial industry experience
• MBA – University of Rhode Island
• BA – University of Hong Kong
• Affiliated with Wells Fargo Advisors Financial Network since 2023
• Formerly Managing Director - Investments with Wells Fargo Advisors
• Series 7, 63, 65, 2, 26 registrations, variable annuity and life insurance licensedCA Insurance License 0B39234 Resident State CA

Personal relationships and attention to detail are the hallmarks of how I do business. I am passionate about helping people and I take pride in making a difference in my clients’ lives, from striving to help them establish financial security, to guiding them through times of transition, to helping them live their best lives. I hold myself to a high standard in everything I do; my mission is to empower my clients to rely on my focus and I drive to deliver well thought-out, creative strategies that have been thoroughly researched and considered as part of their total financial picture. I aim to double- and triple-check everything I do to maintain my commitment to excellence and to exceed expectations as a conscientious, knowledgeable advisor my clients can trust.

I have been a Financial Advisor with Wells Fargo Advisors since 1996, and with Wells Fargo Advisors Financial Network since 2023, giving me deep experience and insights that allow me to help guide my clients on a range of financial needs, including wealth management, retirement, insurance and more. I am FINRA Series 7 Registered, and licensed by the California Department of Insurance. Plus, I feel my global view and keen awareness of world markets gives me an additional edge as a skilled advisor.

Born and raised in Hong Kong, I first visited the U.S. for the bicentennial in 1976 and moved here in 1979. My wife, son and I call South Pasadena home, where we have lived for more than 30 years. I am a church volunteer and Sunday school teacher. I am fluent in Cantonese and Mandarin in addition to English. I enjoy reading and following world affairs, and I am an avid world traveler.