Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Cordelia

Cordelia Lo joined Citi in 1999 as a Client Service Associate. She started working with Bernard Reina and became fully licensed in 2001.

Cordelia provides clients with ongoing portfolio guidance, research and maintenance. She plays a vital role in client portfolio construction and strategies within the team. Cordelia takes a simple approach to plainly explain complex wealth management concepts to clients. Over the years, she has helped many clients in all walks of life to consolidate and simplify their financial lives, spanning three generations.

Born and raised in Hong Kong, Cordelia is fluent in Cantonese and Mandarin. She received a Bachelor of Arts degree in Geography/Environmental Studies from UCLA. She became interested in the financial markets and went on to pursue a career in finance.

Cordelia currently holds her series 7 and 66 licenses with the Financial Industry Regulatory Authority, as well as her life, accident and health insurance license with the California Department of Insurance. She also holds the Accredited Investment Fiduciary (AIF) designation. Cordelia has also completed the Citi Global Wealth Institute Executive program at University of Pennsylvania, “Wharton School of Business.” Cordelia is dedicated to giving back to the community. She has served on the advisory boards of a number of local non-profit and professional organizations, including the advisory board of the Salvation Army Torrance Corps. Cordelia is an avid music lover. She serves on the worship team at Saddleback Church. She resides in the South Bay Beach area with her husband and two sons.