Lori Mahoney

Lori Mahoney

Investment Advisor Representative

Office: 805-484-1011 x101

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