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    Johnathan Lo

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    Johnathan Lo is a dedicated financial professional with a strong background in insurance, financial planning, and wealth management for both individuals and business owners.

    He specializes in a wide range of financial services including retirement planning, estate planning, wealth transfer, investment and asset allocation strategies, business solutions, and comprehensive financial planning.

    Johnathan also offers expertise in areas such as income protection, insurance needs analysis, disability income protection, group health insurance, informal business valuations, long-term care insurance, group dental insurance, and fixed and indexed annuities.

    He has a keen interest in analyzing capital markets through equity and fixed income research and modeling, with exceptional skills in market data capture, analysis, modeling, and reporting.

    His skill set includes accounting, modeling, and valuation, risk management, market trend analysis, research, analytical capabilities, and reporting skills.

    Johnathan Lo pursued his educational qualifications by studying BS in Enterprise Management and Technology, as well as an MBA, both from the University of Scranton.

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    Location

    Greater New York City Area