Lori Mahoney

Lori Mahoney

Investment Advisor Representative

Phone: 805-484-1011 x101
E-mail:
 

As a Certified Financial Planner™ Professional, she creates a financial plan for a client's future.  Working with Lori, you will be empowered to save for needs, spend according to your values and invest to fullfill 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.  And the element of chaos makes each day a thrill.

Lori and Bobby, her husband of 31 years, have been residents of Thousand Oaks for over 25 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

The BASC Foundation

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

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

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