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Lori Dietzler (CFP®)

Lori Dietzler focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

  • Stock Options- ISO, NQSO, RSU, ESPP
  • Tax Planning
  • Investment Management

Additional Information

Lori Dietzler, CFP® is a fee-only financial planner and founder of Zero Gravity Financial, LLC.

NAPFA Start Date

January 22, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

245 N Highland Ave NE STE 230 #840 Atlanta, GA 30307 Phone: (646) 780-9840
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