Vernon Loo is a seasoned financial professional with extensive experience in financial education and advisory roles. Since June 2012, Vernon has served as a CFE Certified Financial Educator® at the Heartland Institute of Financial Education, where involvement focuses on providing financial wellness classes for employees of various organizations. Concurrently, Vernon has been a Registered Representative and Branch Office Supervisor at Transamerica Financial Advisors, Inc. since January 2012, guiding clients within licensed transactions. Additionally, Vernon holds the position of Senior Marketing Director at World Financial Group, which offers insurance products through its affiliated agencies since June 2001. Vernon earned a Bachelor’s degree in Business Management/Information Management System from the University of Maryland from 1983 to 1986.
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Heartland Institute of Financial Education
The Heartland Institute of Financial Education is a national non-profit 501 (c)(3) organization whose mission is to promote financial literacy across America. We are dedicated to empowering organizations and their people through financial education. This focused education is provided by experienced financial professionals who are recognized by The Institute as qualified instructors. All of these individuals have earned their Certified Financial Educator® designation, which recognizes the financial professional who teaches others.