Lori Dietzler (CFP®, EA)

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. She lives in New York City and has been working in the financial services industry for over 15 years.

NAPFA Start Date

January 22, 2016

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This Office

1732 1st Ave Ste 20098 New York, NY 10128 Phone: (646) 780-9840