Lori Oancea, J.D. is a Financial Adviser and Estate Planning Attorney* with Horizon Advisers. She has over 25 years of experience in the planning arena and as both an attorney and financial adviser, she is uniquely qualified to address the diverse needs of individuals, families, business owners and executive teams. She provides guidance to address concerns on insurance and estate planning, proper account titling, tax efficient strategies, asset allocation, funding for education and planning for retirement goals. In addition, she is the Director of Financial Planning at Oakland University since 2015, overseeing the program which provides the education to financial planners who wish to obtain their CERTIFIED FINANCIAL PLANNER™ certification. Her expansive background, especially in the area of training and development of financial advisors, offers the unique ability to explain and simplify the often complicated and complex aspects of financial and estate planning and to assist her clients to comfortably and efficiently understand and work towards their financial objectives.
Education
University of Detroit-Mercy School of Law
University of Michigan Ann Arbor, B.A. Economics
Professional Registrations: State Bar of Michigan, State Bar of Illinois (inactive)
• Life, Accident & Health
• Series 6
• Series 7
• Series 63
• Series 66
Memberships & Affiliations
Society of Financial Service Professionals
Estate Planning Council of Metro Detroit
PERSONAL LIFE
Lori grew up in Warren, MI where her parents still reside after nearly 60 years and is a graduate of Paul K. Cousino High School. She presently lives in Beverly Hills, MI with her husband, Tim and three college age boys, Zach (Oakland University), Alex (Michigan State University) and Jon (Wayne State University). As a financial representative who is a “sandwich-generation” member, she can readily relate to people no matter where their financial concerns lie and provide counsel on how to navigate these broad life challenges.
*Does not provide legal services on behalf of Cetera Advisor Networks