Lori Mahoney

Investment Advisor Representative

Phone: 805-484-1011 x101
Fax: 805-484-0420
E-mail: lmahoney@sagepointadvisor.com

As a Certified Financial Planner™ Professional, she creates a plan to help provide clients with 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 U.S. and Global markets.  But the element of chaos makes each day a thrill.

Lori and Bobby, her husband of 28 years, have been residents of Thousand Oaks for over 20 years.  They enjoy sights and smells of the trails in Ventura County.  She is actively involved in community organizations:

Society of Women Engineers, San Buenaventura Section

American Association of University Women, Thousand Oaks Branch

*Securities and investment advisory services offered through SagePoint Financial, Inc.

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