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

Money Doesn’t Buy You Happiness…but Financial Security Does

January 18, 2019

As the old adage tells us, money can’t buy happiness; it sounds nice, but is it actually true? It certainly feels good to buy new things, so it’s not surprising that many people dismiss this old saying as a useless platitude from a bygone era. The fact of the matter is that, despite how good purchases make us feel in ... Read More

The post Money Doesn’t Buy You Happiness…but Financial Security Does appeared first on Legacy Builders Financial.

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How to Survive the Holiday Season Without Busting Your Budget

December 3, 2018

Now that the calendar has switched to December, it’s officially *ahem “🎶 the most won-der-ful time of the year 🎶”…but don’t tell that to your budget. A recent Gallop poll estimates that the average American plans to spend approximately $885 on gifts this holiday season. Couple that with the costs associated with decorating, baking, and holiday parties, and it’s easy ... Read More

The post How to Survive the Holiday Season Without Busting Your Budget appeared first on Legacy Builders Financial.

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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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Ideal Clients

  • Career Changers
  • Gen Y/Millennials
  • Home Buying
  • Offers Free Assistance to Furloughed Government Workers
  • 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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