Lori R. Price, CFP® Lori R. Price, CFP® is President, CEO and Founder of Price Financial Group LLC. For over 25 years, Lori has been providing financial, retirement, estate planning and wealth management services to her clients in Connecticut and around the country. Lori established Price Financial Group LLC with a goal to further enhance her focus on financial planning and education for women and retirees. After Lori earned a certification as a divorce financial planner in 1998, she developed a specialized focus of guiding high net worth women through the transition of a divorce or losing a loved one. She also works with pre-retiree and retirees on their transition from a paycheck to having a plan in place to not outlive their money. Lori has been welcomed as a guest speaker at national conferences and conducted over 300 workshops for various groups and associations covering all aspects of financial and estate planning. Acting on her strong beliefs on the importance of giving back to the community, Lori has presented special programs on Creative Alternatives for Charitable Giving and Empowering Women in Philanthropy. She is on the advisory board and actively involved with local charities. Lori has an MBA from Duke University's Fuqua School of Business and a BA in Business from Rutgers University. Lori and her husband, Daniel, live in Westport, CT and have been married since 1988. They have two children, Aaron and Leah, and their dog Candi. Lori is a competitive tennis player and sports enthusiast, who also enjoys travel, golf, biking, wine and spending her weekends at her beach house in Old Saybrook. It is through these experiences that Lori has been widely recognized and acknowledged in the industry as a consummate professional - guiding her clients through life's transitions. Industry Recognition:
*The FIVE STAR Best in Client Satisfaction Wealth Manager Program is conducted by Crescendo Business Services LLC. (Crescendo). The rating was awarded to less than 2% of the wealth managers in Connecticut, for the year 2010. Each wealth manager was evaluated based on surveys conducted with over 113,000 consumers as well as over 16,300 financial professionals, and are evaluated across nine different attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Both favorable and unfavorable evaluations are incorporated in to the overall evaluation score. Each wealth manager is also reviewed for regulatory actions, civil judicial actions, and customer complaints as reported to FINRA. The FIVE STAR Wealth Managers do not pay a fee to be included in the research or final list of Wealth Managers. The score reflects an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee future investment success. **The annual Registered Rep. Top 100 IBD financial advisor list was produced by Discovery, an online database of financial service intermediaries published by the Financial Information Group of Shrewsbury, N.J. Discovery has created a proprietary methodology for ranking FINRA registered representatives. In this list, the advisors were ranked by assets under management using the Discovery-RR database system. Discovery maintains data on the registered rep universe then validates the ranking via direct survey. No compensation was received from participating firms or advisors. This ranking is not indicative of the advisor's future performance. *** Barron’s Magazine Top 1000 Advisors in America Barron’s Top 50 Financial Advisors in Connecticut Advisors are chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the adviser’s team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative of the advisor's future performance. ****2006 - 2009 Barron’s Winner’s Circle® Top Women Advisors Summit 2008 Connecticut Magazine Top Financial Advisors in Connecticut 2005 Barron's Winner's Circle® Top Financial Advisors Summit Winner’s Circle and Barron’s ranking process receives input from top securities firms and other organizations that employ Series-7 registered financial advisors. The rankings are based on the following criteria: professionals with a minimum of seven years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction reports, community involvement, consistently high revenue numbers over the past three-year period and assets under management. Additional measures include: in-depth interviews and discussions with senior management, peers and customers. The Winner’s Circle does not receive compensation from financial advisors, the participating firms or its affiliates. Rankings may not be representative of any one client’s experience. This ranking is not indicative of the advisor's future performance. Connecticut Magazine’s 2008 list was comprised of awardees included in the Barron’s Winner’s Circle® 2008 Top Advisor list.
******Wealth Manager Magazine, April, 2008. “An Inside Look At What Some Women Want in a Financial Relationship” by Janet Aschkenasy. For more information, please visit www.wealthmanagerweb.com
******* Wealth Manager Magazine, May, 2008. “Success Profile: Almost by Accident, An Advisor Builds a New Kind of Practice” by Marie Swift. For more information, please visit www.wealthmanagerweb.com
|
Contact Info
43 Danbury Rd
Wilton, CT 06897-4400
Map and Directions
Phone: 203.762.8499
Fax: 203.762.8404