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Address:

7512 S. County Line Rd, Ste 1
Burr Ridge, IL 60527

Phone:

(630) 908-7733

Fax/Other:

(866) 329-5805

Lori M. Barone, CFP®

Certified Financial Planner™ practitioner, Investment Advisor Representative

Lori Barone is a Certified Financial PlannerTM practitioner and owner of Barone Financial Group, Inc. As well as, a registered representative for Securities Service Network, Inc. She has been in the financial service industry for over 19 years and holds the following securities registrations: Series 6, 7, 63, and 65, in addition to, Life/Health/Disability Insurance licenses.

Lori was born and raised in Chicagoland area. She attended Northern Illinois University where she graduated with a Bachelor of Science in Accountancy and passed the Certified Public Accountant exam in 1984. She worked in finance, public accounting, and corporate audit for eight years before moving to Germany with her husband.  While living in Germany, she attended National Louis University where she earned her Masters of Education in Curriculum and Instruction in 1995. Upon her return to the United States she returned to corporate accounting and finance.  In 1997, Lori began her career in the financial industry and became a Certified Financial Planner in 2002.

Combining the skills she acquired in financial planning, corporate and public accounting, and audit, Lori is able to help her clients make excellent financial decisions. As an investment advisor representative, Lori is among a small percentage of advisors who are fiduciaries for their clients. She is passionate about finding solutions that can be tailored to suit her client's unique needs. Lori advises affluent singles, families, business owners, executives, professionals and retirees.

Outside of the office, Lori is a member and former president of the Financial Planning Association of Illinois South Suburban Council and she is a member of the Willowbrook Burr Ridge Chamber of Commerce. Lori also enjoys spending time with her husband Len, and their daughter Alex. 

 

 

Phone 630-908-7733
Fax 866-329-5805
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck