Loren Lo RICP®
Advisor / Managing Partner
Loren grew up in Bellevue and graduated from the University of Washington in 2011. After graduating, he interned with JPMorgan in Hong Kong. He returned to the States and joined Equitable in January of 2013. Loren maintains his Series 7, 24, 63, and 65 FINRA licenses as well as RICP® and Retirement Planning Specialist designation. He has been featured in Seattle Magazine as a Five-Star Wealth Manager and is currently the Senior Vice President of the Pacific Northwest Equitable branch and a founding partner of Retirement Path Advisors. Outside of helping his clients navigate retirement, he enjoys spending time with his 2-year-old daughter, wife, and their 2 dogs in the mountains.