Headshot of John Ly

John Ly, CFP®, CLU®, CEA

Principal | Advanced Case Specialist | Corporate Insurance

John@lyandassociatesfg.com

John began his career in the financial industry in 2015, quickly learning the role of a strong insurance foundation as part of financial planning. He had a meteoric rise in production and was awarded rookie of the year in 2016. John now focuses his practice on successful business owners and professionals. He introduces corporate financial planning to help his clientele’s ever-changing life and business needs. John works hand in hand with his corporate clients, their accountant, and other tax-planning partners to ensure fluidity within their planning needs.

John is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Executor Advisor (CEA) designation holder. He is working towards his Chartered Investment Manager (CIM®) designation.

John qualified as a Million Dollar Round Table Top of the Table member in 2023 and 2022, Court of the Table in 2021 and 2020, and a Qualifying member in 2019 and 2018.

Kelvin Lam CFP®, CLU®

Financial Advisor | Insurance Specialist

Kelvin@lyandassociatesfg.com

With 15 years of experience in the financial service industry and nine years as a certified financial planner, Kelvin is experienced with investments and insurance. He has become more passionate about insurance planning for families and business owners and has recently completed his CLU (Chartered Life Underwriter) designation. Kelvin strongly believes that insurance planning is often an overlooked yet critical aspect of a successful financial plan. With that said, he’s devoted himself to helping protect clients from the burden of financial loss caused by the death or illness of a loved one, hence, providing his clients with a bulletproof financial plan.

Outside the office, you can find Kelvin trying out new restaurants or cooking up a storm. He enjoys working out and doing outdoor activities with his fitness community, Leap Bodies. Over the past two years, he’s completed a half marathon, Spartan Race Sprint, and Spartan Race Super.

Sherrie Le

Financial Advisor | Insurance Specialist

Sherrie@lyandassociatesfg.com

Sherrie has been an independent financial advisor since 2013, specializing in living benefits and life insurance for her clients. Her attention to detail, listening and communication skills, have allowed Sherrie to provide her clients with the best advice on how to successfully achieve their goals. She works closely with each client to gain a complete understanding of their unique requirement and goals for a secure financial future.

As a team member of Ly & Associates, Sherrie will provide expertise a multitude of products from different insurance carrier provides to ensure her clients are offered unbiased advice with her expert guidance.

Sherrie has completed her life license qualification program and is currently working towards her CFP (Certified Financial Planning) designation.

Anahi Barreda B.A.

Client Services Manager

Anahi@lyandassociatesfg.com

Anahi is the client services manager for Ly and Associates. Anahi brings communication and analytics experience from her time working for the federal government in the United States. Born and raised in Texas, she obtained her B.A. at the University of Texas at El Paso. In 2013, Anahi relocated to Vancouver, where she now enjoys exploring all the Pacific Northwest has to offer with her son and husband. In her spare time, she enjoys reading, baking, and building lego with her young son.

Janine Bartoli

Client Services Administrator

janine@lyandassociatesfg.com

Janine, Client Services Adminstrator, excels in professional client communication, efficient request management, and enhancing the client-advisor experience. With a background in financial industry operations and client service, she started as a marketing associate in 2008, later working in marketing and client service at a prominent financial center. She further honed her expertise in operations and client service at other financial institutions before founding Prontos Consulting, specializing in administration and operations.

Janine’s strengths include deep knowledge of administration, client services, compliance, transactions, and processes. She’s known for her organizational skills, motivation, and problem-solving abilities, ensuring professional and efficient handling of client requests.