JPL Financial and Insurance Service Inc.

JPL Financial and Insurance Service Inc.

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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.

Why bonds have become increasingly appealing to investors 10/02/2026

Why bonds have become increasingly appealing to investors "It’s a Good Time to Buy Bonds," writes Burton G. Malkiel in this opinion piece from the Wall Street Journal. With high yields and stock prices, here's what to consider.

Why Stocks Are Defying Gravity 10/01/2026

Why Stocks Are Defying Gravity Investors in the stock market are facing a protracted war in Iran, rising oil prices and a bond sell-off that could elevate borrowing costs across the economy.

Why the Federal Reserve is lifting rates now, and what it means 09/30/2026

Why the Federal Reserve is lifting rates now, and what it means The renewed fighting in the Middle East has pushed up gas prices again. And there are signs the economy is still growing at a healthy pace even as inflation stays stubbornly high.

The SpaceX IPO Gave This Couple License to Chase Their Dreams 09/29/2026

The SpaceX IPO Gave This Couple License to Chase Their Dreams After SpaceX’s IPO, Brian Aggrey and Phoebe Novack quit, moved abroad, and budgeted $25,000 a month to enjoy it.

3 reasons investors should be ready for the bond market sell-off to worsen 09/28/2026

3 reasons investors should be ready for the bond market sell-off to worsen Rising long-term bond yields are once again pestering stocks, and BNP Paribas says it's only going to get worse.

Worried About An AI Bubble? Focus On Fundamentals. 09/27/2026

Worried About An AI Bubble? Focus On Fundamentals. Amidst AI hype, investors must focus on fundamentals.

Ancient Fault Lines, Modern Capital Markets: The Middle East Effect 09/26/2026

Ancient Fault Lines, Modern Capital Markets: The Middle East Effect A recent research piece by Silvercrest Asset Management Group shows that understanding the Middle East is critical for global capital markets participants.

Keeping Bond Market Volatility in Perspective 09/26/2026

Keeping Bond Market Volatility in Perspective The effect of market volatility on your bonds depends on your time frame and investment goals.

Why America’s debt binge is starting to matter 09/25/2026

Why America’s debt binge is starting to matter If long-term interest rates decisively breach the 5% threshold, the impact could derail the AI boom.

Lululemon Stock Collapse Shows Brands Forgot Their Customers 09/24/2026

Lululemon Stock Collapse Shows Brands Forgot Their Customers Lululemon stock is falling as sales weaken. Jim Osman examines brand loyalty, pricing power and what happens when consumer brands lose touch with their customers.

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Austin, TX

Opening Hours

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

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