Seok Jo

Seok is the Chief Investment Officer of Crown Financial Partners LLC and began his career in wealth management & financial planning profession in 1998.

He is best known for his integrity, ability to simplify analyzing complex financial situations, and for communicating with clients in a way that is easily understood. At Crown, Seok's focus is on Wealth Management & Family Office services, and his key responsibilities include: • Working with fiduciary / family members to establish investment policy & strategy protocol • Portfolio design, implementation, asset allocation monitoring & rebalancing • Retirement planning & cash flow management • Financial organization & comprehensive balance sheet tracking per entity • Collaboration with CPAs, attorneys, and business managers to provide integrated wealth management solutions Prior to joining Crown, Seok served as the President of Pacific Bridge Investment Services, a cross-border investment planning firm dedicated to advising ultra-high net worth Asian nationals. He also served as the Director of Investments at The Wealth Collaborative Inc., and as the Senior Private Client Manager at Loring Ward, a family office that provided wealth management services to professionals in the Entertainment industry (Movie, TV, Music & Sports). Seok earned a BS from Duke University and a PhD from The Pennsylvania State University (both degrees in biomedical sciences). He holds the Certified Financial Planner & Chartered Financial Consultant designations. Outside of the office, Seok enjoys spending time with his family. He is a member of All Nations Church and currently volunteers as a Financial Director of OM KWM. He also served on the Board of Directors for the Community Foundation of the Verdugoes (2015 – 2024).