WestStar Financial Group

CONNECT

Address:

8625 SW Cascade Ave, Suite 104
Beaverton, OR 97008

Phone:

503-521-7249

Fax/Other:

503-530-8543

LORI A. RISBY

LORI A. RISBY

CPA, CFP®

2198 Railroad Ave. Hercules, CA 94547

Lori A. Risby has been in the financial services industry since 1987. During this tenure she worked in various employment sectors, including Corporate, Government, and private practice. She is a Certified Financial Planner professional and registered representative with Voya Financial Advisors, where she assist individuals, families, and business owners in addressing financial security concerns now and beyond their working years. Lori services include retirement and financial independence planning, estate and tax planning strategies, budget and cash flow analysis, as well as investments and insurance needs. Lori conducts workshops on financial planning and small business accounting throughout California. Lori is also a Certified Public Accountant and has a small boutique accounting firm in the Bay Area.

Lori received her Bachelor of Science Degree in Accounting from Southern Illinois University in Carbondale, IL and a Certificate for Financial Planning from the College of Financial Planning in Denver, CO. Lori holds several licenses and designations recognized by the financial services community, including Certified Public Accountant, Certified Financial Planning, Securities registrations series 7, 63, and 65; and California insurance licenses for life, annuity and long term care.

Phone 510-343-5160