JPL Financial and Insurance Service Inc.

JPL Financial and Insurance Service Inc. Lily Ho, CFP®
Lily’s journey into finance was deeply influenced by her personal experiences. Lily is also fluent in Mandarin, Cantonese, and Hakka.

With 20+ years of experience, we provide tailored strategies to help you plan for retirement, manage risk, save for education, build wealth and create a legacy, all with resources to support your long-term success. After losing her father at the age of 14, she witnessed her mother’s strength and resilience as a single parent. Motivated to make a positive impact, Lily began her career in finance wh

ile still in college. Lily earned her Bachelor of Social Sciences degree with honors in Economics, Magna Cum Laude, from the University of California, Irvine. She holds multiple financial securities licenses, along with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. After more than 30 years in Los Angeles, California, Lily and her family made the move to Austin in 2022. They now call Austin home, living with their three children. As a family, they cherish listening to and watching theater musicals, hiking, camping, and indulging in diverse cultural cuisines. In her free time, Lily enjoys reading, gardening, exploring new medicinal herbs, and caring for her pet chickens.

06/02/2026

Rising Treasury yields signal renewed inflation pressure and geopolitical risk, reshaping borrowing costs, markets and consumer finances. Confirm details with trusted sources.

06/01/2026

Many investors, bankers and analysts are wondering not whether a reset in the markets is coming, but what the trigger will be.

05/31/2026

Protein-heavy diets are booming just as cattle supplies hit near-record lows

05/30/2026

It’s when nobody is talking about greedflation that consumers should be most on their guard.

05/30/2026

Find out more

05/29/2026

Tacky, in-your-face displays of wealth are all the rage among America's elite. Welcome to the Gaudy Age.

05/28/2026

AI is making growth look better and the job market look worse.

05/27/2026

Roth IRAs are tax-favored financial vehicles that enable investors to save money for retirement. They differ from traditional IRAs in that taxpayers cannot deduct contributions made to a Roth. However, qualified Roth IRA distributions in retirement are free of federal income tax and aren't included....

Waiting for outstanding opportunities has paid off but it is getting increasingly difficult.
05/26/2026

Waiting for outstanding opportunities has paid off but it is getting increasingly difficult.

Waiting for outstanding opportunities has paid off but it is getting increasingly difficult.

After about two decades of a secular bull market, stocks could see their fortunes reverse in 2030. Sanctuary's Mary Ann ...
05/25/2026

After about two decades of a secular bull market, stocks could see their fortunes reverse in 2030. Sanctuary's Mary Ann Bartels sees the potential for 20 years of flat stock returns. Fears of a "lost decade" have picked up as some see signs of an aging bull market.

After about two decades of a secular bull market, stocks could see their fortunes reverse in 2030. Sanctuary's Mary Ann Bartels sees the potential for 20 years of flat stock returns. Fears of a "lost decade" have picked up as some see signs of an aging bull market.

Address

Austin, TX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+6262020102

Website

Alerts

Be the first to know and let us send you an email when JPL Financial and Insurance Service Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category