Lora SimonsgaardCFP
Phone: 818-609-7575 Lora’s licenses and credentials include: Certified Financial Planner Lic#064465 Licensed life, disability, & long-term care agent Lic#0585722 Licensed property & casualty agent Lic#0585722 Licensed real estate agent Lic#00919619 General Securities Sales Series 7/63 Investment Advisor Representative Series 65 Notary – state of California. Registered Representative with NFP Securities, Inc. Lora has been in the financial industry since 1979, receiving her advanced credentials from the College of Financial Planning. She seeks to provide education, direction, and planning for individuals who wish to build wealth for retirement, and/or structure retirement wealth in retirement. And to provide this service with the utmost integrity and care. Lora works with business owners to establish retirement plans and employee benefits. Her services also include tax and estate planning for individuals and business owners. Real estate financing for refinances as well as the purchase of a new home is an integral part of a financial plan and a service Lora has always provided for her clients. Lora has offices in Simi Valley and Encino, California. She lives in Simi Valley with her husband Steve. She is an active member of the Rotary Club of Simi Sunrise and an active member of the local Covenant Church.  About Us
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Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. FMS Financial Partners, Inc. is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc. This site is published for residents of the |
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