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.

09/02/2026

Individual investors are sitting on a mountain of cash. There is over $3 trillion in retail money-market funds, hovering around a record high. The risk there is that the yield on cash won’t keep pace with inflation.

09/01/2026

No one’s talking about a debt-free America anymore.

08/31/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

08/30/2026

Trading apps have replaced bucket shops, but Wall Street abounds with eerie parallels to 1901.

08/29/2026

AI founders pledge to give away hundreds of billions of dollars. How will they be spent?

08/29/2026

Federal Reserve interest rate decisions impact mortgages, loans, savings, and more. To make informed financial choices, monitor these three key rates.

08/28/2026

Vanguard shares principles that every affluent retirees needs to know to get the most out of their retirement income.

08/27/2026

There's something about a spell of warm weather that changes the way we think. Parks are busier, beaches throng, cafés put out extra tables, and the days last longer.

08/26/2026

Anthropic IPO could test whether AI’s explosive growth can justify a possible $2 trillion valuation as investors focus on margins, competition and returns.

Address

Austin, TX

Opening Hours

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

Telephone

+6262020102

Website

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