Lori Sherman
Partner Advisor
Designations: CFP®
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
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