Lori Dietzler CFP® Zero Gravity Financial, LLC

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About Lori Dietzler CFP®

I offer ongoing financial planning for employees with equity compensation- ISO, RSU, NQSO, ESPP – and/or concentrated company stock positions.

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Ideal Clients

  • Business Executives
  • Equity Recipients (RS/RSU SOP ESPP)
  • Technology Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1,250+/qtr
  • Flat Fee: $5,000+/engagement

SEC Records

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