Professional Affiliations & Credentials

Lori Ellingson, CRPC®, established her investment planning services practice in 1995.  

Certified Retirement Planning CounselorSM, CRPC®, College of Financial Planning 2013.

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) (California Lic # 0C92075, endorsed to sell Variable Products).

Long Term Care Insurance, (Separate testing and Continuing Education is required to sell Long Term Care policy within the State of California, Lic# 0C92075)

Real Estate Salesperson License,(State of California, Bureau of Real Estate, Lic # 01391912)

Santa Clara Unified School District, Adult Education, Teacher

West Valley College, Adult Education, Teacher
Lori is dedicated to developing lasting relationships with all of her clients.  As a financial advisor with Clear Financial Partners Lori offers a wide variety of products and services. 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.

CRPC Chartered Retiement Planning CouselorFor a COMPLIMENTARY Financial Review contact Lori Ellingson, CRPC®, Clear Financial Partners and we will be in touch.