Loren Lo

Loren Lo

Vice President - Western Region

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Phone: 206-956-6226
Fax: 206-956-6202
Mobile Phone: 206-753-4603
E-mail:
 

Born and raised in Bellevue, WA, I attended the University of Washington from 2007-2011. After University I job-shadowed, interned and worked abroad, getting my feet wet across multiple sectors and industries. After interviewing at several different financial firms in the Seattle area, I joined AXA in December 2012. I continue to proactively pursue continuing education opportunities. I have received a specialized certificate in Retirement Planning from the Wharton School, University of Pennsylvania as well as the RICP®. My three areas of expertise are: Employee Benefits, Tax Sheltered Plans, and Retirement Distribution Planning. 

In addition to my own practice, I also run a small team within the firm. As Regional Vice President with AXA, I lead a team of 12 advisors. If you have any interest in pursuing a career as a Financial Advisor, please do not hesitate to reach out.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.