Lori Ellingson, CRPC®, established her investment planning services practice in 1995.
Certified Retirement Planning CounselorSM, CRPC®, College of Financial Planning 2013.
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Securities Series 6, (S-6) registration. (This registration is required to sell Mutual Funds, Variable Annuities, and Variable Life Insurance).
Securities 63, (S-63) registration. (This registration is required in addition to Series 6 for selling Securities within a State).
Securities 65, (S-65) registration. (This registration qualifies the holder to act in an Investment Advisor Representative capacity).
Life Insurance License, (This license is required to sell Life, Accident and Health Insurance) (Endorsed to sell Variable Products).
Long Term Care Insurance, (Separate testing and Continuing Education is required to sell Long Term Care)
Santa Clara Unified School District, Adult Education, Teacher
West Valley College, Adult Education, Teacher
CRPC Chartered Retirement Planning Counselor Lori is dedicated to developing lasting relationships with all of her clients. This key factor can help you assess where you're at with regard to your specific goals; while developing a strategy with which you are comfortable. Lori looks forward to an open line of communication-based on trust, knowledgeable advice and excellent customer service.
One of the benefits of working with Lori is her ability to provide clear, easily understandable explanations of financial products and services. The personal program that Lori provides is a roadmap to working toward a more secure financial future.