Lori Mahoney, CFP
Phone: (805) 484-1011 ext 117
Fax: (805) 484-0420
As a Certified Financial Planner™ Professional, she creates a plan to help provide clients financial confidence. When you make daily decisions about your money, have the confidence of knowing how these small choices affect your long term consequences. With a solid financial plan in place, each decision will be made intelligently.
Lori has a passion for money. As a UCLA graduate in Electrical Engineering, her strong analytical mind enjoys understanding the inner workings of the
Her services include Investment Advisory, Comprehensive Financial Planning, Retirement, College Savings, Life Insurance, Long Term Care Insurance, and Estate Planning Services. She offers education workshops in finance.
Lori and Bobby, her husband of 27 years, have been residents of
§ Society of Women Engineers, San Buenaventura Section
§ American Association of University Women,
§ Business Networking International, Referral Leaders
Certified Financial Planner™ Certification
Series 6, 63, 7, 24, and 66 Securities Registrations
CA Insurance License # 0E75888
*Lori Mahoney is an Investment Advisor Representative offering Securities and Investment Advisory through SagePoint Financial, Inc. Member FINRA/SIPC, and SEC-Registered Investment Advisor. Insurance services offered through Independent Capital Management, not affiliated with SagePoint Financial, Inc.