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We help you connect the pieces of
your financial picture.

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Cordelia Lo, AIF<sup>®</sup>

Cordelia Lo, AIF®
Senior Vice President – Wealth Management
Wealth Advisor

NMLS# 9406462

CA Insurance License # 0G56746

  • Phone: (310) 242-6933

E-Mail: cordelia.lo@citi.com

3812 Sepulveda Blvd.
Torrance, CA 90505

Get Directions to 3812 Sepulveda Blvd.

3812 Sepulveda Blvd.
Torrance, CA 90505

Get Directions to 3812 Sepulveda Blvd.

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 Lo

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.

Cordelia's Awards

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The methodology for each award/rating has been reviewed, but not verified, by Citigroup Inc. (Citi) or its affiliates. Please contact the provider of the relevant award/rating for information regarding eligibility of the underlying criteria and factors utilized in compiling the data. The receipt of an award/rating with respect to a product or service may not be representative of the actual experience of any client and is not a guarantee of future performance success. Citi or its affiliates paid compensation to obtain or use the award/rating. These awards consider information provided by Citi (and other applicants), and do not solicit input or responses from actual clients.

Forbes 2025 Top Women Wealth Advisors Best-in-State www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/
Forbes 2024 Top Women Wealth Advisors Best-in-State www.forbes.com/sites/rjshook/2024/02/08/methodology-americas-top-women-wealth-advisors-2024

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

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We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
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Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 4/26

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2025 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world. 4/26