Loren Hsiao in

Loren Hsiao

Sharpshooter · DISC type CD
Co-Founder at 22 One Advisors
📍 Allen, Texas, United States

Loren Hsiao is the Co-Founder and a Private Wealth Advisor at 22 One Advisors, affiliated with Northwestern Mutual. A graduate of Texas A&M University with a BBA, he is a Certified Financial Planner (CFP) who specializes in connecting clients financial goals to their personal values, particularly serving doctors, dentists, and business owners.

Outside of work, Loren is a dedicated family man who lives in Fairview, Texas, with his wife and three children. He is an active member of his church, coaches basketball, and enjoys playing pickleball. He spends much of his free time attending his childrens various sports and musical activities.

Inspired by the sacrifices of his Taiwanese immigrant parents, Loren is driven to make a meaningful impact on the lives of others.

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Experience
24 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Allen, Texas, United States
Personality Overview

How Loren shows up

ROI Driven
Precise But Practical
Rigorous & Demanding

They like to stay in control of the negotiation or defining of the terms. They respond well to strong and respectful communication. They put a lot of effort into ensuring personal success.

Priorities

Topics Loren cares about

Holistic Financial Planning
As a CFP, he focuses on connecting a client's "balance sheet with their heart, " moving beyond simple net worth to understand their deeper life goals.
Family and Faith
He is an active member of Providence Church in Frisco and prioritizes attending his three children's sports and musical activities.
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Career

Work history

1-2020
Co-Founder
22 One Advisors
1-2001
Wealth Management Advisor
Northwestern Mutual
1-2001 - 4-2019
Managing Director | Allen
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1997 - 2000
BBA
Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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