Lori Dietzler CFP®, EA Zero Gravity Financial, LLC

About Lori Dietzler CFP®, EA

I help families to make smart money decisions. I provide full-service financial planning and investment management services for an annual retainer fee. I enjoy working with clients in New York City as well as across the country.

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Ideal Clients

  • Business Owners
  • Equity Recipients (RS/RSU SOP ESPP)
  • Self-Employed Individuals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1,000+/qtr
  • Flat Fee: $4,000+/engagement

SEC Records

States Registered

  • New York

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