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.

NAPFA Start Date

February 27, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3 Park Plz Ste 420 Irvine, CA 92614-8535 Phone: (877) 695-1442