Committed to excellence, service and integrity, Lori Koppel is an experienced REALTOR and financial planner, stock broker and insurance agent. Lori’s unique combination of skills makes her an invaluable asset to anyone looking to invest in real estate or portfolio assets. She puts her expertise to work to help her clients make their real estate transactions a success. Lori has experience in many areas of the real estate professionals. A keen sense along with the training to envision your financial future, Lori has the ability to make your dreams a reality. With over 23 years as a financial planner, Lori offers professional assistance to her clients in all areas of investment including portfolio review for retirement and estate planning.
She is available to counsel you on investments and tax needs, including expert advice on stocks, bonds, mutual funds, 401K, IRA and trusts. Lori knows that it’s not what you own, but how you own it. She can advise on avoiding estate taxes, reducing overall taxes and maximizing cash flow. Whatever your investment goals are, Lori can help you reach them. Call Lori today for a free investment portfolio review or free real estate market analysis.
Top 1% of Keller Williams Agents Internationally
National top 1% of financial planners, handling multi-million dollar clients
Licensed for over 23 years with NASD, NYSE and Department of Real Estate
1031 Exchange Services
Financial Planners and Investment Counsel
Who’s who in American Business Women
Acclaimed speaker at the American Bar Association, the Sertoma Club, Saddleback Valley Newcomers and Orange County Business Counsel
Lori can be heard at many speaking engagements.