Lori Atwood, CFP®
Lori Atwood, CFP(r), is the Founder of Fearless Finance by Atwood Financial Planning, whose mission it is to bring money happiness to absolutely everyone. Lori founded Atwood Financial Planning to provide fiduciary financial planning advice that meets clients wherever they are on their financial journey. No sales, no commissions, and no minimums. Just financial planning paid by the hour or by subscription. Atwood Financial has registered financial planners located nationwide (6 planners) who work with private clients and small businesses on financial planning, budgeting and forecasting, debt, savings, goal setting, investments and retirement planning. We helps clients understand their financial situation, make a plan to achieve goals and maintain their financial wellbeing, no matter whether you just graduated or are in retirement, have lots of assets or still building your wealth.
Lori Atwood has worked in finance for almost 20 years. Lori started her finance career in telecom investment banking in Europe. She then became the CFO of a 20-person internet start-up where she oversaw the sale of that company to a publicly traded company. After the sale, Lori went back to banking as an investment consultant managing assets for institutions, foundations and high net worth families. Lori also worked with a private equity firm to place capital in emerging markets.
Lori has an undergraduate degree from the University of Pennsylvania and a Master’s degree from Georgetown University. In her free time, she loves to cook, go to boot camp and most of all, spend time with her husband and daughter.
Lori is a CFP® Professional and Atwood Financial Planning, LLC is a Registered Investment Adviser with the SEC.