Lori Mahoney, CFP

Lori Mahoney, CFP

Financial Advisor

Office: (805) 484-1011 ext 101
Fax: (805) 484-0420


As a Certified Financial Planner™ Professional, she creates a financial plan for a client’s ideal future.  Working with Lori, you will be empowered to save for your needs, spend according to your values and invest to fulfill your dreams.


Lori has a passion for money.  As a UCLA graduate in Electrical Engineering, her strong analytical mind enjoys understanding the inner workings of the U.S. and Global markets.  But the element of chaos makes each day a thrill.


Independent Capital Management provides answers in the perplexing world of finance, ICM offers a unique combination: independent professional advice with a personal touch. In other words, ICM offers "real financial advice from real people."


Lori and Bobby, her husband of 32 years, are long term residents of Thousand Oaks.  They enjoy sights and smells of the trails in Ventura County.  She is actively involved in the community:

  • American Association of University Women, Thousand Oaks Branch
  • BASC Foundation, Scholarships for non-college career education
  • Ventura County Treasury Oversight Committee



Securities and Investment Advisory offered through SagePoint Financial, Inc., member FINRA / SIPC and a registered investment advisor. 

Fixed and traditional insurance services offered through Independent Capital Management.  

Mortgage services offered through ICM Lending.

Estate Planning services offered through Citadel Law Corporation.

Independent Capital Management, ICM Lending and Citadel Law Corporation are not affiliated with SagePoint Financial, Inc., and are not registered as broker / dealer or investment advisor.

Certified Financial Planner™ Professional, Series 6, 63, 7, 24, and 66 Securities Registrations

CA Insurance License # 0E75888

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck