Transamerica Financial Advisors
37yrs
Top 2% by experience in Berkeley
2yrs
Eric Kho
Financial advisor at Ro2 Wealth
Based in Berkeley, California, Eric Kho is a fiduciary financial advisor with 2 years of industry experience. Eric has been with Ro2 Wealth since 2025. Ro2 Wealth offers financial planning, investment management, and educational workshops and is paid through hourly fees and flat fees.
One of 117 advisors with offices in Berkeley, and one of 102 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2991 Sacramento St, Unit #177, Berkeley, CA 94702
FirmRo2 Wealth
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Ro2 Wealth
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowRo2 WealthCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Ro2 Wealth at (510) 423-3203 and ask for Eric Kho. Eric works from the Berkeley, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Eric hold?
Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Ro2 Wealth reports being paid by hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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