Broker Check
Lori Price, CFP®

Lori Price, CFP®

Wealth Manager & Partner, Founder of Price Financial Group

Lori R. Price, CFP® is the Founder, President and CEO of Price Financial Group LLC. For over 30 years, Lori has been providing financial, retirement, estate planning and wealth management services to her clients in Connecticut and across the country. After earning a certification as a divorce financial planner in 1998, she developed a more specialized focus on guiding affluent women through the transition of divorce or losing a loved one.

As an acknowledgement for her focus on educating women and helping guide them through transitions, Lori is proud to have earned the 2014- 2018 Women’s Choice Award® for Financial Advisors [1].

Lori and her team of advisors and professional staff also work with clients who are near or in retirement, helping guide their transition from a paycheck to having a plan in place so they will not outlive their money.

Lori has been welcomed as a guest speaker at national conferences and has conducted over 350 workshops covering all aspects of financial and estate planning. She has been widely recognized in the industry by Barron’s, Connecticut Magazine and Wealth Manager Magazine among others. 

Acting on her strong belief in the importance of giving back to the community, Lori has presented special programs on “Creative Alternatives for Charitable Giving” and “Empowering Women in Philanthropy.” She is on the advisory board of Family ReEntry and actively supports several local charities including: Alzheimer's Research, The Domestic Violence Crisis Center, Relay for Life, Charter Oak Foundation, Fairfield County Foundation Fund for Women and Girls, Westport Library programs and Special Olympics.

Lori has an MBA from Duke University's Fuqua School of Business and a BA in Business from Rutgers University. Lori and her family live in Palm Beach Gardens, FL and is a competitive tennis player and sports enthusiast. Lori also enjoys travel, tennis, golf, cycling, hiking, and pickleball. 

Industry Recognition:

  • 2014-2017 Women’s Choice Award for Financial Advisors by Women Certified
  • 2009-2017 Barron’s Top Independent Advisors in America conference qualifier [2]
  • 2010-2017 Connecticut & Westchester magazines “FIVE Star Wealth Manager”[3]
  • 2009 Registered Rep magazine “Top 100 Independent Advisors in America” based on assets under management
  • 2009 Barron’s “Top 1000 Financial Advisors”2
  • 2009 Barron’s “Top 30 Financial Advisors in Connecticut” 2
  • 2008 - 2017 Barron’s Winner’s Circle® Top Women Advisors Summit [4]
  • 2008 Connecticut magazine list of the top Financial Advisors in Connecticut
  • 2008 Wealth Manager Top 50 Women Advisors in America [5]

[1] The Women’s Choice Award® by WomenCertifield Inc. is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

[2] Based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

[3] In year 2012-2017 the award was based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, the award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.

[4] Ranked by the Winner’s Circle based on assets under managements, compliance record and client retention.

[5] Based on assets under management, community involvement and mentorship.