• Financial Services
  • Financial Services
1730 San Tomas Aquino Rd.
San Jose, California 95130
(408) 318-1943
(408) 866-4909 (fax)

About Us

Why I Work For You, I know from experience just how valuable it is to be able to trust in the right financial person; their compassion, expertise, knowledge and integrity when it comes to imperative read more
  • About

    Why I Work For You, I know from experience just how valuable it is to be able to trust in the right financial person; their compassion, expertise, knowledge and integrity when it comes to imperative life decisions. As a daughter of aging parents and a grandparent of four I know personally the value of planning. It is my passion to help others as I do my own family. I have been dedicated to helping my clients build, grow and maintain their financial lives since 1995. My clients appreciate my foresight in having established through my years in this industry access to my team of experts and a multitude of resources. They appreciate my extensive knowledge base which I maintain with timely education and certifications. Together we mutually enjoy the service and trust that they expect in this highly regulated field., Securities & Investment Advisory Services Offered Through VOYA Financial Advisors, Inc Member FINRA/SIPC

  • Media

  • Whom to Contact

    • Lori J. Ellingson, CRPC®
      Financial Advisor
      Cell Phone: (408) 318-1943
      Fax: (408) 866-4909