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Lori Sherman

Partner Advisor

Designations: CFP®

  415-421-4932

  Lafayette, CA

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.

Education and Certifications

Who I work with

What guides my approach

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

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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.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — 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

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9