Lorne Abramson
CFACFP®EAMBA
Fee Structures
One-time
$1,600+
Hourly
$320/hr

About Me

After more than thirty years in the financial services industry, I still love sharing my knowledge to help clients achieve their financial goals. I started as a securities analyst, evaluating investments primarily for institutional clients like pension funds and foundations. I went on to co-found and run a successful independent investment firm, serving as a portfolio manager and financial advisor for individual clients. Today, my practice fulfills a longstanding desire to make my services more accessible to people from all walks of life.

I have a broad knowledge of financial planning. I’m a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP®) and an IRS Enrolled Agent (EA). I also hold an M.B.A from the Wharton School of the University of Pennsylvania. I take a consultative, educational approach, providing advice based on lessons learned throughout my career.

I’m deeply experienced in ESG (environmental, social and governance) investing and I’ve been an active volunteer at several non-profits to help make a difference in my community.

In my free time, I love to explore the Bay Area, listen to jazz and the Grateful Dead, cheer for the New York sports teams that I grew up with, and visit art museums (my undergraduate degree was in art history).

I’m also married, the father of two young adults, and in a very similar stage of life as many of the clients I’ve helped. So I’m not just giving advice, I’m living it.

Areas of Specialization

Investments
Retirement
Tax Strategies
Social Security
Pre-Retirement Planning

Ideal Clients

Pre-Retirees
Retirees
DIY Investors
Widows/Widowers
High Net Worth

Contact Information

Burlingame, CA
Meets Virtually
Meets In-Person
Accepting New Clients