Lori Ellingson
Lori Ellingson is an Investment Advisor Representative with Investment Advisors International and World Group Securities. She has 13 years experience in the financial industry. As a Registered Investment Advisor she distinguishes passive money management from active. She educates on the difference and enables her clients to participate in both defensive and offensive investment platforms. This better positions them to outpace inflation and avoid outliving their wealth while also helping to protect their assets during market volatility.
408.318.1943
loriellingson@sbcglobal.net
Amy Furler
Amy Furler is a Registered Representative of World Group Securities, Inc, A Member of the AEGON Group. Her company mission of Leave No Family Behind by helping them establish their own unique financial strategy or Dream Map. Since 2000 she has partnered with Lori Ellingson in assisting people and small businesses to make more money, save more money and pay less in taxes. She takes a holistic view of their financial picture and empowers them to move from dreaming to achieving.
408.318.1945
akfurler@sbcglobal.net
3550 Stevens Creek Blvd.
Suite #305
San Jose, CA 95117
