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Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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.
I start with the big picture: your hopes, goals and dreams.
Years of experience have prepared me to help guide you through the stages of your life.
Trust. Honesty. Integrity. I believe values matter and I am dedicated to your wellbeing and thriving life!
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.
Lorelle has certifications as a Chartered Retirement Planning Counselor (CRPC®), Financial Paraplanner Qualified Professional (FPQP®), Retirement Income Certified Professional (RICP®) and Accredited Domestic Partnership Advisor (ADPA®). Lorelle feels her greatest success is measured by making a difference in her clients' lives.
She frequently gives back to her local community through volunteer work at several charitable organizations, including Rebuilding Together Seattle, and the Center for Spiritual Living. The picture to the right was taken June of 2018 when volunteering for a rebuild in Omak, Washington after the fires of 2017. Similar to her financial planning process, she measures twice and cuts once.
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