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.

06/24/2026

Are alternative investments an option for you?

06/23/2026

Wealthy business owners are setting up trusts to shape the future of their empires after they die, leading to bitter court battles.

06/22/2026

Take the time to reduce your anxiety about spending money in retirement, and you’ll feel better about spending money on things that make you happy.

06/21/2026

An all-star team of retirement experts explains why life annuities are so valuable for older adults, yet so disliked by consumers. And they suggest what to do about it.

06/20/2026

The distance between the exuberant, investment-led tech economy and the cut-throat, consumption-led “other” economy is widening. Keep an eye on both.

06/20/2026

Steve Antonioni coined "Camp FIRE," a mini version of the financial independence movement. It involves saving a 'war chest" to allow yourself flexibility to make a career change or take a break. His money-saving advice is to treat your personal life like a business, viewing savings as profit.

06/19/2026

Most enterprise AI ROI calculations are dangerously inaccurate — ignoring the hidden costs that quietly erode the productivity gains that vendors promise.

06/18/2026

Watch out for indigestion.

06/17/2026

Looking for the stock market outlook for the last half of 2026? See what you should consider through the end of the year to be prepared.

06/16/2026

Financial independence is freedom from the financial obstacles that are keeping you from living life on your own terms.

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