Lori Mahoney

Lori Mahoney

Investment Advisor Representative

Phone: 805-484-1011 x101
E-mail:
 

Lori works with families and technically minded individuals whom want to embrace their financial situation. She uses an analytical approach and her financial expertise to serve her clients as a Financial Engineer. This combination enables her to help her clients enhance their financial future by learning about their values, goals, and dreams. Together they implement a customizable investment strategy adaptable to life’s changes. By working with Lori you will receive a financial plan that will give you confidence in the decisions you make today and the future you wish to create.

Lori Mahoney has been a Financial Advisor in the Camarillo office for Independent Capital Management since 2005. She is a Certified Financial Planner Professional®. She is an Investment Advisor Representative.

Independent Capital Management provides Independent Professional Advice with a Personal Touch. Experience the high level of service and hands on approach offered by a private boutique firm, backed by the size and strength of one of the nation’s largest independent broker-dealers.

Lori and her husband Bobby are both California natives. They enjoy the hiking the open trails all over the state. She has an Electrical Engineering degree from UCLA. She is a member of the Ventura County Treasurer Oversite Committee.

 
CFP®,  Certified Financial Planning™ Practitioner
CA Insurance License # 0E75888
Series 6, 63, 7, 24, and 66 Securities Registrations