Daniel Loy

Daniel Loy is Financial Advisor with LTK Wealth Management, based in Milpitas, California.  He began his financial-services career as a staff accountant with a CPA firm in Silicon Valley and later worked in mortgage origination. He was also a personal banker and investment consultant for Citibank Financial Services for eight years.

Mr. Loy worked for more than a decade as an investment advisor representative for Metlife and Voya Financial Advisors.  In 2015, he and his team joined Independent Financial Group (IFG), where Mr. Loy is a registered representative & investment advisor representative.

The seventh of eight siblings, Mr. Loy was born in Malaysia and came to United States in 1986.  Mr. Loy earned his bachelor's in accounting from Oklahoma State University and passed his CPA exams in 1993.  He is trilingual (English, Chinese, and Malay) and works with clients of many nationalities.  Mr. Loy frequently speaks on financial topics on the local Chinese-Language radio stations in the San Francisco Bay Area.

At his spare time, Mr. Loy enjoys spending time with his wife and twin daughters.  He loves being outsides in nature, listening to contemporary music and playing the drums.  He was formerly serving as a board member of Berryessa Chinese School, a nonprofit language and culture school.