Regional Vice President, West Region
Current
Dec 2021 - Present
AeroLeads people directory · profile
Kristopher Ho Email & Phone Number
Helping Clients Navigate Financial Landscapes | Regional Vice President / Financial Advisor
at
Equitable Advisors
1 work email found
@equitable.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Helping Clients Navigate Financial Landscapes | Regional Vice President / Financial Advisor
Location
San Francisco Bay Area, United States, United States
Company size
Who is Kristopher Ho? Overview
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Quick answer
Kristopher Ho is listed as Helping Clients Navigate Financial Landscapes | Regional Vice President / Financial Advisor at Equitable Advisors, a company with 3118 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Kristopher Ho.
Kristopher Ho previously worked as Regional Vice President, West Region at Equitable Advisors and Financial Advisor at Equitable Advisors. Kristopher Ho holds Bachelor'S Degree, Business Economics from University Of California, Riverside.
Company email context
Email format at Equitable Advisors
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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for Kristopher Ho. Compare company email patterns before reaching out.
Profile bio
About Kristopher Ho
Kristopher Ho was born and raised in the Bay Area and obtained his degree in Business Economics from University of California, Riverside. Since joining Equitable Advisors, Kris has been assisting individuals and businesses in achieving their financial goals and protecting their financial well-being. With the licenses, knowledge and experience he has gained with Equitable, Kris can assist clients in creating solutions to navigate the financial landscape. His ideals in sharing his financial knowledge are highly visible in his client relations as his passion lies with empowering his clients through financial education. Our basis for compressive financial planning service is based on 3 main goals for you: • Manage investments with a determined focus on your financial strategy and personal goals• Design comprehensive, multigenerational financial plans based on your needs, concerns, and values that guide your life and legacy• Simplify financial complexity to help you achieve clarity and confidence. On his free time, Kris enjoys traveling and trying out different restaurants with friends and family. Specialties: Wealth Management, Retirement Planning, Employer Sponsored Plans, Tax-Efficient Investment Strategies
Listed skills include Microsoft Office, Customer Service, Public Speaking, Financial Strategies, and 10 others.
Current workplace
Kristopher Ho's current company
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Equitable Advisors
6 roles
Kristopher Ho work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentEquitable Advisors is a leading financial services firm. We assist our clients in achieving their financial objectives by offering comprehensive integrated planning services pertaining to all areas of the financial landscape. Our dynamic advisory practice supports clients through all phases of the financial planning cycle through expert capabilities in.
Jan 2020 - Present
Financial Advisor
Apr 2017 - Jan 2020
Intern
- Assessed and developed a comprehensive financial plan for mock clients to exemplify understanding of various investment instruments through diversification and adjusted risk.
- Applied understanding and utilization of various investment instruments such as 401K/403B, IRA, Annuities, Life Insurance, Pensions, Social Security, and College Savings.
- Forecasted retirement planning for both accumulation and distribution phases.
- Deployed diverse strategies best suited for clients to effectively and efficiently safeguard and grow their assets, which capture overall general financial wellness.
- Involved with education on various marketing techniques for financial representatives for expanding and gaining clients.
- Networked and communicated with industry professionals to gain a diverse outlook.
Jun 2016 - Aug 2016
Volunteer
Sep 2009 - Sep 2012
Chapter Vice President Of Technology
Sep 2011 - Jun 2012
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
WM
Wyatt M.
Colleague at Equitable Advisors
New York, New York, United States, United States
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PS
Payton Szugyi
Colleague at Equitable Advisors
Austin, Texas Metropolitan Area, United States
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EH
Erin Harrington
Colleague at Equitable Advisors
Buffalo-Niagara Falls Area, United States
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HF
Hank Fiumara
Colleague at Equitable Advisors
Cary, North Carolina, United States, United States
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MS
Michael Silverstein
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
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JL
Joe Lagriola
Colleague at Equitable Advisors
Boca Raton, Florida, United States, United States
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AL
Adam Lulow
Colleague at Equitable Advisors
Willoughby, Ohio, United States, United States
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LP
Lori Pinter
Colleague at Equitable Advisors
Erie-Meadville Area, United States
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JJ
Jake Jones
Colleague at Equitable Advisors
New York, New York, United States, United States
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CR
Curt Rowe
Colleague at Equitable Advisors
Vancouver, Washington, United States, United States
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Wyatt M.
Colleague at Equitable Advisors
New York, New York, United States, United States
View →
PS
Payton Szugyi
Colleague at Equitable Advisors
Austin, Texas Metropolitan Area, United States
View →
EH
Erin Harrington
Colleague at Equitable Advisors
Buffalo-Niagara Falls Area, United States
View →
HF
Hank Fiumara
Colleague at Equitable Advisors
Cary, North Carolina, United States, United States
View →
MS
Michael Silverstein
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
View →
JL
Joe Lagriola
Colleague at Equitable Advisors
Boca Raton, Florida, United States, United States
View →
AL
Adam Lulow
Colleague at Equitable Advisors
Willoughby, Ohio, United States, United States
View →
LP
Lori Pinter
Colleague at Equitable Advisors
Erie-Meadville Area, United States
View →
JJ
Jake Jones
Colleague at Equitable Advisors
New York, New York, United States, United States
View →
CR
Curt Rowe
Colleague at Equitable Advisors
Vancouver, Washington, United States, United States
View →
1 education record
Kristopher Ho education
FAQ
Frequently asked questions about Kristopher Ho
Quick answers generated from the profile data available on this page.
What company does Kristopher Ho work for?
Kristopher Ho works for Equitable Advisors.
What is Kristopher Ho's role at Equitable Advisors?
Kristopher Ho is listed as Helping Clients Navigate Financial Landscapes | Regional Vice President / Financial Advisor at Equitable Advisors.
What is Kristopher Ho's email address?
AeroLeads has found 1 work email signal at @equitable.com for Kristopher Ho at Equitable Advisors.
Where is Kristopher Ho based?
Kristopher Ho is based in San Francisco Bay Area, United States, United States while working with Equitable Advisors.
What companies has Kristopher Ho worked for?
Kristopher Ho has worked for Equitable Advisors, Axa Advisors, Llc, Foresters Financial, Kaiser Permanente, and Future Business Leaders Of America-Phi Beta Lambda (Fbla-Pbl).
Who are Kristopher Ho's colleagues at Equitable Advisors?
Kristopher Ho's colleagues at Equitable Advisors include Wyatt M., Payton Szugyi, Erin Harrington, Hank Fiumara, and Michael Silverstein.
How can I contact Kristopher Ho?
You can use AeroLeads to view verified contact signals for Kristopher Ho at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kristopher Ho attend?
Kristopher Ho holds Bachelor'S Degree, Business Economics from University Of California, Riverside.
What skills is Kristopher Ho known for?
Kristopher Ho is listed with skills including Microsoft Office, Customer Service, Public Speaking, Financial Strategies, Retirement Planning, Tax Efficient Investing Strategies, Asset Allocation Strategies, and Employee Benefits.
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