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Loren  Lo

Loren Lo

Senior Vice President - Pacific Complex

Bellevue, WA

Mobile Phone: (425) 753-4603

Born and raised in Bellevue, WA, I attended the University of Washington from 2007-2011. After University I had to opportunity to intern with the JP Morgan Private Bank of Hong Kong, which cemented my interest in Finance. After interviewing at several different firms in the Seattle area, I joined Equitable in December 2012.  In 2015, I accepted the role of Regional Vice President for the Retirement Benefits Group.  I continue to proactively pursue continuing education opportunities. I have received a specialized certificate in Retirement Planning from the Wharton School, University of Pennsylvania, Asset Allocation Coursework from Harvard University as well as the RICP®. My three areas of expertise are: Retirement Income, Distribution Planning, and Risk Management. 

In addition to my own practice, I also lead a team of 20 advisors throughout Western Washington.  If you have interest in joining our team, please reach out to me directly.

California Insurance License #: 4048208

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.