Lorie Shah (CFP®)

Lorie Shah focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

Fee-only Certified Financial Planner® professional Lorie Shah is a Portfolio Manager serving clients in Barrington, Oak Park, and Chicago, Illinois. She brings more than a decade of experience in investment management and fixed income strategy, combining institutional-level expertise with personalized wealth management.

Lorie began her career in the capital markets, supporting trading desks at Bank of America and structuring complex credit derivative products at Chubb Financial Solutions. These early roles gave her a strong foundation in market behavior, risk management, and portfolio construction.

She later spent five years at Columbia Management as an Intermediate Fixed Income Portfolio Manager. In that role, she managed customized, tax-sensitive portfolios and aligned asset allocations with client-specific goals and risk profiles.

Lorie holds a Bachelor of Arts degree in Economics and Mathematics from New York University. As a CFP® professional, she integrates disciplined investment strategy with comprehensive financial planning.

She partners closely with clients on retirement planning, tax efficiency, legacy planning, and long-term wealth preservation. Lorie is a member of NAPFA and lives in Oak Park, Illinois with her husband and two children.

NAPFA Start Date

June 03, 2025

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