Loren Hsiao, CLU®, CFP®
Wealth Management Advisor

22 One Advisors

Team photo
Our founding partners (left to right) Kevin White, Kyle Wick, David Test, and Loren Hsiao.

Here at 22 One Advisors, the mission of our office is to help our clients connect what's in their heart with what's on their balance sheet.

There's a proverb that says "a good name is more desirable than great riches; to be esteemed is better than silver or gold." Our team seeks to understand the "why" behind a client's wealth. What is the purpose and meaning behind our money? Accumulating money purely for the sake of money is not good enough. Your net-worth should carry a mission statement that helps you fulfill your legacy, your calling, and your name.

-Loren Hsiao, CFP®, CLU®

Co-Founder & Wealth Management Advisor

Who We Serve

We help our clients implement a comprehensive financial plan that is in alignment with their heart, their legacy, their good name. With a combined 70 plus years of experience in the financial planning industry between the founding partners, our team has helped over 1,000 physicians, dentists, attorneys, and business owners create their personal financial plan.

Value Proposition

We implement a comprehensive financial planning EXPERIENCE for highly skilled professionals who are willing to pause their lives and seriously examine their financial position. We believe financial planning is not defined by an academic textbook, a recent magazine tip, a screaming TV personality, or bar graphs and charts. In your EXPERIENCE with our firm, we will seek to understand and know you. You will be asked to address life's important questions which will reveal what makes your heart beat.

Financial planning is living and breathing. It is defined by you and your family's dreams of what you want to accomplish during your lifetime and to the generation(s) behind you. We implement ideas backed by a more than 160-year-old company and we help steady the storms of life through strategies that are firmly rooted. We do this because securing your dreams no matter life's twists and turns is the most important thing to you.

Send Loren a message Here or connect with him on LinkedIn.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck