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

Overview

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.

Personality Overview

Thoughtful In Approach

Social Proof Driven

Slow To Decisions

Their motivation stems from the impact that their decisions can have on the organization.
  They are good and approachable with everyone, internally and externally. They prefer to follow rules and procedures.

Topics They Care 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.
Financial Education
She regularly posts content to inform her network on practical financial topics, including IRS updates, budget checkups, and insurance coverage.

Media Appearances

Lori has no verified media appearances

Work History

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

Education

Securities Registrations 6 from College for Financial Planning
Chartered Retirment Planning Counselor from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 13 Location : Newport, Oregon, United States Job Level : N/A Designation : Financial Advisor at Clear Financial Partners
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Insights For Selling To Lori Ellingson, CRPC®/Investment Executive

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • If possible, connect them to existing customers

DONT's

  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori Ellingson, CRPC®/Investment Executive is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Lori Ellingson, CRPC®/Investment Executive

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Lori Ellingson, CRPC®/Investment Executive move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Lori Ellingson, CRPC®/Investment Executive take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Lori Ellingson, CRPC®/Investment Executive

Personality Compatibility


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