Lorne  Abramson,  CFP<sup>&reg;</sup> - Financial Advisor

Lorne Abramson, CFP®

CFA, MBA

Principal

ELM Advisors, LLC

111 Anza Boulevard, Suite 120
Burlingame, CA 94010
FINANCIAL ADVISOR'S WEBSITE
(650) 697-3013 CONNECT WITH Lorne
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General

Lorne Abramson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ELM Advisors, LLC in Burlingame, CA and the surrounding communities.

Financial Advisor Experience

Seasoned investment and wealth management professional, with nearly 30 years of experience helping individuals attain their financial and retirement goals. Co-Founder and Principal of ELM Advisors, LLC, a 16-year old independent SEC-registered investment advisory firm serving primarily high-net worth private clients - many of whom are near or currently in retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CTEC Registered Tax Preparer

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Life Planning, Retirement, Starting a Family

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