Agate Financial Partners

Lori Ellingson is a seasoned Financial Advisor with a passion for guiding individuals and families toward financial success and prosperity. With over 28 years of dedicated service as a fiduciary, Lori brings a wealth of experience to her role at AGATE Financial Partners.

Lori's expertise extends across a range of financial domains, making her a holistic partner for clients at every life stage. As a Coastal Community Specialist, she understands the unique financial landscape of our coastal region, tailoring strategies that align with the rhythms of our community. Her holistic approach spans from affluent young professionals to those seeking succession planning, ensuring that all aspects of their financial journey are meticulously planned.

Known for her commitment to sustainability, Lori is a strong advocate for investments that reflect her clients' values. Her educational approach empowers clients to make informed decisions, while her legacy planning services ensure that wealth is preserved and passed on in alignment with their wishes.

Lori's dedication to her clients goes beyond numbers – she's a confidant, educator, and partner, ready to navigate complex financial decisions together. With technology seamlessly integrated into her service, managing wealth has never been more convenient.

Join Lori Ellingson on a journey to financial prosperity, sustainability, and a legacy that endures. Contact her today at 408-318-1943 or schedule an appointment on my calendar, Calendar Link, and discover a partner who is dedicated to making your financial dreams a reality.

I look forward to getting to know you!

Welcome to Agate Financial Partners, your partner for purpose-driven financial journeys. With 28 years of fiduciary expertise, I craft personalized plans for diverse life stages:

💡 Holistic Wealth Strategy 🌿 Sustainability Advocate 📚 Educator and Guide 

🏆 Legacy Builder 📱 Tech-Integrated Convenience