Lorne Abramson (CFA, CFP®, CTEC, EA, MBA)

Lorne Abramson focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Lorne addresses common retirement issues/questions, such as: determining whether you can afford to retire, figuring out how much you can comfortably spend in retirement, crafting an appropriate asset allocation/investment plan, developing a tax-efficient withdrawal strategy, optimizing the timing of Social Security benefits, managing health care costs, deciding whether to take a lump sum or annuity payments from a pension plan, orchestrating family/charitable gifting, planning for potential future incapacity, and making sure your estate plan is in place.

Additional Information

  • MBA, The Wharton School, University of Pennsylvania, 1993.
  • BA (Phi Beta Kappa, Magna Cum Laude), Rutgers University, 1988
  • Personal: In his free time, Lorne loves to explore the Bay Area, listen to jazz and the Grateful Dead, cheer for the New York sports teams that he grew up with, and visit art museums (his undergraduate degree was in art history). Lorne is also married, the father of two college-age children, and in a very similar stage of life as many of his clients. So he’s not just giving advice, he’s living it.

NAPFA Start Date

July 12, 2022

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This Office

1534 Plaza Lane, #270 Burlingame, CA 94010 Phone: (650) 434-4630