Calvin Lo
Keystone Global Partners · Monrovia, California
Calvin Lo is a fee-only financial advisor at Keystone Global Partners in Monrovia, California, who holds the CFP and CFA credentials. Calvin focuses on founders (pre-exit), tax planning and estate & legacy planning. Keystone Global Partners reports charging a percentage of assets on its Form ADV.
Request an introduction to Calvin →
Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Keystone Global Partners |
|---|---|
| Based in | Monrovia, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $580.5M across 222 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, CO, NY, TX · CRD 5001817 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | keystonegp.com |
| Profile |
Request an introduction to Calvin
Tell Calvin a little about what you're looking for. Calvin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Calvin
Is Calvin Lo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Calvin holds no broker registration, and Keystone Global Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Calvin charge for financial advice?
Calvin's firm, Keystone Global Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Calvin Lo based?
Calvin Lo is based in Monrovia, California.
What does Calvin specialize in?
Calvin's specialties include founders (pre-exit), tax planning, estate & legacy planning, retirement planning and family wealth transfer. Calvin works with founders, ultra high net worth and multi-generational families.
What credentials does Calvin Lo hold?
Calvin Lo holds the CFP and CFA credentials.
Is Calvin Lo registered with the SEC?
Yes. Calvin Lo is registered as an investment adviser representative in CA, CO, NY and TX (CRD 5001817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Global Partners manage?
Keystone Global Partners reports $580.5M across 222 accounts in assets under management.
How do I contact Calvin Lo?
Through Calvin's website, keystonegp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keystone Global Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.