Charles Ho, CFP® Legacy Builders Financial

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About Charles Ho, CFP®

I was born in Taiwan, but moved to California when I was 3. I grew up in Silicon Valley, but never saw myself forging a career in tech. I eventually pursued vocational (full-time) ministry, and majored in Pastoral Ministry in college. After I graduated though, I felt I needed to enter the “corporate” work field to be able to relate to people and get a first-hand understanding of how the world worked. I started working in the financial services industry, and have been here ever since!

Working in the financial world, especially in San Francisco, was extremely rewarding but also extremely challenging. The part of me which aspired to serve people and minister to people continued to yearn for more. After 10 years in the corporate environment, I decided it was finally time to blaze my own trail, one that enabled me to fully serve my clients and help people who needed financial help.

I started Legacy Builders Financial to help other families not only articulate what they want their legacy to be, but also to hold their hand as they set forth to create it. I am a fee-only registered investment advisor, and my main goal is to be able to help clients achieve their goals and build their legacy, one step at a time. No commissions, no upselling, no fluff!

Outside of work, I am married with three young children. I love exploring the world through their eyes, whether it be camping, swimming, or the world of video games! I live in the small community of Folsom, and dream of one day selling my home and traveling the country in an RV, although nobody else is on board with that… yet. I love meeting new people and hearing their stories. I’d love to hear yours!

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Recently Published

Six Smart Money Moves to Make in Your 30s

November 13, 2018

When you’re young, establishing a solid financial foundation is important — but not necessarily at the forefront of most twenty-somethings priority list. As long as you have enough to cover rent, a few bills, and some fun on the weekends — everything is a-okay. But something changes once you hit the big 3-0. Besides the fact that you’re older (and ... Read More

The post Six Smart Money Moves to Make in Your 30s appeared first on Legacy Builders Financial.

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How Do I Budget? A Review of Common Budget Tools

August 2, 2018

Budget, Notebook, Money

What do you think of when you hear the word “budget?” For many, it sounds restrictive, boring or un-fun. For others, it triggers excitement to organize and plan. The truth is, budgeting is the key to a successful financial plan whether you like it or not. Fortunately, there are many ways to do it and the key is finding the ... Read More

The post How Do I Budget? A Review of Common Budget Tools appeared first on Legacy Builders Financial.

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Why YOU Need a Trust

July 30, 2018

When I used to hear the word “trust,” I automatically thought of a trust-fund kid who never had to work a day in his/her life. Because of this, I always assumed trusts were something for the rich and famous- and not for me. However, when I entered the financial services field and learned more about trusts, I quickly realized I ... Read More

The post Why YOU Need a Trust appeared first on Legacy Builders Financial.

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Ideal Clients

  • Career Changers
  • First Time Home Buyer
  • Generation Y
  • New Parents
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Financial Planning: $600 upfront + $150/month
  • Asset Management: .70% AUM

 

SEC Records

States Registered

  • California

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