Broker Check
Cindy Ho

Cindy Ho

Case Manager

Philosophy

Planning for the future is a discipline which integrates all areas of personal finance. These include planning for education, retirement, , taxes, insurance, and the estate. My mission is to protect and preserve my clients’ lifestyles, assets and loved ones while addressing these areas. By understanding the specific goals of each of my clients, I assist in co-creating strategies to help  withstand all of life’s economic uncertainties.  I work diligently to build a lifetime relationship with my clients’ based on trust and integrity, always striving to provide them with the same level of ethical service that I would expect for myself.

Products and Services

Financial Services
Lump Sum Distributions
Fixed Annuities
Qualified Retirement Plans
Long Term Care Insurance
Life Insurance
Disability Income Insurance
Business Planning
Education Funding

Personal

Born and raised in Houston, Texas.
Holds a BBA from the University of Houston in Marketing.
Happy owner of two loving dogs (Lily and Zoey) and one cat (Kitty).
She enjoys singing, playing tennis and baking.

 

 

Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY.