As a seasoned financial professional, I help guide you and your loved one’s on the path to your financial freedom.


Lorelle K. Farber, CRPC® ADPA® RICP® 

Pacific Capital Resource Group & HTK

Financial Adviser



With more than 30 years in the industry, Lorelle K. Farber brings a wealth of knowledge - specializing primarily in Comprehensive Financial Planning and Investment Management. Located in Bellevue, WA, Lorelle works with a variety of business and individual clients during all stages of the financial planning process.  Her broad array of services includes establishing and managing investments in retirement solutions, such as IRAs, ROTHs, Annuities and 401Ks.  Additionally, Lorelle tailors Life Insurance, Disability and Long-Term Care policies to meet specific client needs. Through a personal, step-by-step approach, Lorelle can collaborate with your CPA and attorney to structure other more specialized types of accounts for tax and estate planning.

With extensive experience managing a variety of asset classes during periods of inflation, deflation, recession, budget deficit and surplus, wars, market boom, market crash, high and low taxes, Lorelle helps her clients prepare for all of it! As part of a flexible and common sense planning process, Lorelle balances financial risk and reward with long-term savings and investment strategies that deliver results.

As an 5-year recipient of the Five Star Wealth ManagerSM award* and GSBA Business Leader of the Year (2007), Lorelle has a proven track record in the eyes of her colleagues and clients. She has certifications as a Chartered Retirement Planning Counselor (CRPC®), an Accredited Domestic Partnership Advisor (ADPA®) and is also a Registered Para Planner®.  However, her greatest success is measured by knowing she is making a difference in her clients' lives.

She frequently gives back to her local community through volunteer work at several charitable organizations, including Habitat for Humanity and the Center for Spiritual Living.  In her spare time, Lorelle and her spouse enjoy vegetable gardening, hiking and cooking.


* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 1,785 Seattle wealth managers were considered for the award; 436 (25 percent of candidates) were named 2017 Five Star Wealth Managers.