Philip Ho (CFP®, MBA)

Philip Ho focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Special Needs Planning

Additional Information

The son of educators, it isn’t a stretch that Philip Ho has made a career out of helping others better understand the key to long-term financial well-being and to make better decisions about their money. Seeing the fruits of that labor pay off in the financial success of his clients and their families is Philip’s biggest professional reward and motivator.

A wealth advisor at Buckingham Strategic Wealth, he began his investment advisory career in 1995 at Merrill Lynch where he received the firm’s Certified Financial Manager designation. Prior to joining Buckingham, he was a partner of Wealth Management Group, LLP in Irvine, California, where he was responsible for developing and managing client relationships and investment strategy, as well as providing financial planning services. He joined Buckingham in 2014.

Philip received his bachelor’s degree from the University of California, Los Angeles and an MBA from the USC Marshall School of Business.