Lori R. Price, CFP®

 

Lori R. Price is President of Price Financial Group LLC located in Wilton, Connecticut and has provided full-service financial and estate planning and wealth management services for over 23 years. 

Following her passion for advanced continuing education in the field, she achieved the professional designation of CERTIFIED FINANCIAL PLANNER^TM in 1988 and also passed the Registered Securities Principal exam that year. Lori became licensed for life and health insurance and variable annuities and was certified as an agent for the CT Partnership for Long Term Care.  She also became a Certified Divorce Planner in 1998. 

Lori started Price Financial Group, LLC in 1995 to further her focus on financial planning and education for divorced and widowed women and retirees.  She has been interviewed in several industry publications including Financial Planning Magazine, Wealth Manger and Investment Advisor.  Lori has appeared on television and conducted over 300 workshops for various groups and associations covering all aspects of financial and estate planning.  In addition, Lori has presented special programs on creative alternatives for Charitable Giving for several organizations in Connecticut with a focus on empowering women in Philanthropy. 

Lori was honored to be included in the 2005 Barron's/Winner's Circle Top Financial Advisors Summit, designed as an exclusive, invitation-only event for the opinion leaders and influentials of the financial industry.  Lori was also included in the 2006 and 2007 Barron’s Winner’s Circle Top Women Financial Advisors Summit which brings together the best women advisors in the business.  She was also profiled in the 2008 Connecticut Magazine list of the Top Financial Advisors in Conncecticut.  (see the 'featured links' tab on the website for a reprint of the article)

Lori has a an MBA from Duke University's Fuqua School of Business and a BA in Business from Rutgers University.  She is a competitive tennis player and sports enthusiast and lives in Wilton, CT with her husband Danny and 2 children.