JPL Financial and Insurance Service Inc.

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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 while 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.

10/17/2026

Howard Marks has a message for investors worried about how America's fiscal situation could impact markets: don't dump your stocks.

10/17/2026

Did bond yields rise because the economy is strong or because America’s credibility is on the line?

10/16/2026

A Monte Carlo simulation, widely used in financial planning, calculates the probability that you’ll run out of money before you die.

10/15/2026

Higher yields can sting existing bond portfolios—but for investors putting new money to work, they may also create a better opportunity for income and diversification.

10/14/2026

Passive investing now makes up 63% of U.S. fund assets, offering more investors a simple, low-cost way to participate in the market’s long-term growth.

10/13/2026

Lenders can now consult two different credit-scoring models and pick the one that results in the lower rate

10/12/2026

Wondering what to expect from the bond market through the remainder of 2026? Discover expert forecasts on interest rates, Treasury yields and bond portfolio strategies.

10/11/2026

Millions of people save for decades for the day when they turn in their laptops and never have to work again. When the day comes, though, many fear spending down their nest eggs.

10/10/2026

There is an 81.5% success rate when stocks are rising and inflation is modest. The chances of success plunge if inflation is elevated or markets are soft.

10/10/2026

Before chasing higher rates, bond buyers have to figure out what type of investor they actually are.

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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