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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- Board of Trustees, St Annes Foundation
- Affiliate Member
Pasadena Bar Association - Dining for Women
Pasadena Chapter Leader
Services
- Financial Planning
- Alternative Investments
- Wealth Management
- Asset Management
- 401k Rollovers
- Business Planning
- Estate Planning
- Fixed Income
- Philanthropic Services
- Retirement Planning
- Qualified Plans
- Family Consulting
- Long Term Care Insurance
- Municipal Bonds
- Cash Management
- Corporate Cash Management
- Corporate Retirement Plans
- Lending Services
- 529 Plans
Education and Licensing
- Registered Nurse / B.S.
- M.B.A.
Loyola Marymount University
Los Angeles, CA - Certified Divorce Financial Analyst, CDFA™
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- California Life Agent
- Life Insurance and Annuities Licensed
- California Partnership for Long Term Care
Authorized Agent
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- Morgan Stanley Smith Barney
Financial Advisor
Pasadena, CA - Scientia
Executive Vice President
Co-Founder
Pasadena, CA - Amgen
Associate Director of Marketing
Thousand Oaks, CA
Bulletin Board
Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.
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Please see Newsletters & Brochures on the left for a copy of my latest Newsletter.
Lori Dolan Frymark is licensed in the following state(s):
AL, AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, KY, LA, MN, MT, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
