Lori Sherman
Partner Advisor
Designations: CFP®
415-421-4932
With nearly four-decades of financial, accounting, investment, and advisory sector experience, CERTIFIED FINANCIAL PLANNER™ professional Lori Sherman is a partner-advisor in Allworth’s Lafayette, California, office. She began her business career as a CPA with Coopers & Lybrand in 1986. She was an independent consultant for several years prior to being appointed as Vice President and Controller at Roger Engemann & Associates. Having earned a B.S. degree from California State Polytechnic University, Pomona, and later, her CFP® designation, she has served as a principal at Stewart and Patten Company since 2000, and has also been a Girl Scout leader and volunteer for over 15 years.
With nearly four-decades of financial, accounting, investment, and advisory sector experience, CERTIFIED FINANCIAL PLANNER™ professional Lori Sherman is a partner-advisor in Allworth’s Lafayette, California, office. She began her business career as a CPA with Coopers & Lybrand in 1986. She was an independent consultant for several years prior to being appointed as Vice President and Controller at Roger Engemann & Associates. Having earned a B.S. degree from California State Polytechnic University, Pomona, and later, her CFP® designation, she has served as a principal at Stewart and Patten Company since 2000, and has also been a Girl Scout leader and volunteer for over 15 years.
“While I feel fortunate to have a career that I love and which helps people achieve a sense of prosperity, I am equally passionate about my work with Girl Scouts, because it provides me with the opportunity to mentor and improve the lives of young women.”
- Lori Sherman, Allworth Partner Advisor
More About Lori:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
Best in Class Ethics
NBRI9
30 Years in Business
$22.5 billion AUM4
Top 100 RIA Firm
Barron's1
