Lori Dietzler (CFP®)

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

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Tax Planning

Planning Specialties

  • Online Business Owners
  • 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