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Lori G
CFP®, Series 66
Washington, DC
Atwood Financial Planning LLC
Lori Gulin is a CFP® and holds a Series 66 license, with 11 years of experience in financial advising. She has been with Atwood Financial Planning LLC since 2013. Outside of her advisory role, she owns Fearless Finance, LLC, a company she founded to develop budgeting software and an accompanying app. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and non-discretionary investment support. The firm emphasizes low-cost index funds and ETFs, a buy-and-hold investment approach, and personalized risk assessment through advisor-client discussions.
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