Lori Ellingson, CRPC®/Investment Executive Helping Plan for Retirement and Life in Retirement in

Lori Ellingson, CRPC®/Investment Executive Helping Plan for Retirement and Life in Retirement

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Financial Advisor at Clear Financial Partners
📍 Newport, Oregon, United States

Lori Ellingson is the CEO and Founder of Agate Financial Partners, a fiduciary financial strategist holding the Chartered Retirement Planning Counselor designation. She specializes in creating clarity around retirement, taxes, and legacy planning for professionals and business owners. People often describe her as professional, committed, and dependable.

Before her career in finance, she played a pivotal role in a painting companys startup phase, providing ground-breaking efforts and revenue that allowed the organization to grow.

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Experience
13 Years
Current Role
Financial Advisor
Location
Newport, Oregon, United States
Personality Overview

How Lori shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lori cares about

Retirement Planning
As a Chartered Retirement Planning Counselor, she focuses on helping clients navigate complex questions about retirement income, taxes, and legacy planning.
Tax Strategy
A core focus of her practice is advising clients on the role taxes play in their financial plans, both in the present and in the future.
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Career

Work history

1-2019 - 9-2021
Financial Advisor
Clear Financial Partners
10-1998 - 9-2009
Investment Advisor Representative
College for Financial Planning
Agate Financial Partners
Self-employed
In the press

Media appearances

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Education
Securities Registrations 6
College for Financial Planning
Chartered Retirment Planning Counselor
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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