Lori Dietzler (CFP®)
Lori Dietzler focuses in the
following client markets or areas of practice:
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Tax Planning
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
- Stock Options- ISO, NQSO, RSU, ESPP
- Tax Planning
- Investment Management
Additional Information
Lori Dietzler, CFP® is a fee-only financial planner and founder of Zero Gravity Financial, LLC.
NAPFA Start Date
January 22, 2016