Lorne Abramson

ABRAMSON FINANCIAL PLANNING

Burlingame, CA

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CRD#: 2620072

Professional summary

Lorne Abramson, CFP® is a registered financial advisor currently at ABRAMSON FINANCIAL PLANNING, LLC located in Burlingame, California.

Lorne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Lorne has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.

Core Areas of Focus

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Socially Responsible Investments

Biography

MBA, The Wharton School, University of Pennsylvania, 1993.
BA (Phi Beta Kappa, Magna Cum Laude), Rutgers University, 1988
Personal:   In his free time, Lorne loves to explore the Bay Area, listen to jazz and the Grateful Dead, cheer for the New York sports teams that he grew up with, and visit art museums (his undergraduate degree was in art history).  Lorne is also married, the father of two college-age children, and in a very similar stage of life as many of his clients. So he’s not just giving advice, he’s living it.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Life Transitions

Socially Responsible Investing

Retirement Income Management

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorne Abramson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

May 24, 2022 - Present

ABRAMSON FINANCIAL PLANNING, LLC

RIA

CRD#: 321158

Burlingame, CA

Past

August 13, 2007 - April 6, 2022

ELM ADVISORS, LLC

RIA

CRD#: 135682

BURLINGAME, CA

Past

January 17, 2001 - August 18, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PALO ALTO, CA

Past

January 5, 2001 - August 18, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 1, 2001 - January 2, 2001

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/24/2022)

IAR

New York
(4/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/2/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/9/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/21/2000

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 1/3/1996

Non-Member General Securities Examination

Current Firm

ABRAMSON FINANCIAL PLANNING, LLC

CRD#: 321158 / SEC#:

California

Registered Investment Advisory firm - (5/24/2022 Approved)

New York

Registered Investment Advisory firm - (4/12/2024 Approved)

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Contact information

Main Address

Burlingame, CA

Mailing Address

1534 Plaza Lane, #270, Burlingame, CA 94010

Phone number

(650) 434-4630

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Contact information

(xxx) xxx-xxxx

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Lorne Abramson

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorne Abramson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELM ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/2001

Series 65

Date: 8/9/1995

Series 7

Date: 12/21/2000

Series 2

Date: 1/3/1996

Current Firm

ABRAMSON FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

ABRAMSON FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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