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Paul L
CFP®, Series 63, Series 65
Lake Ronkonkoma, NY
B. Riley Wealth Advisors, Inc.
Paul Lorentzen is a CFP® professional with 32 years of industry experience, currently with B. Riley Wealth Advisors, Inc. since 2020. His prior roles include positions at Cardea Capital Advisors, Liberty Partners Financial Services, and National Asset Management, as well as leadership at Lorentzen & Trifari CPA's, where he served as president. He is also president of Elite Wealth Management, a non-investment-related business. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad range of advisory programs and financial planning services, utilizing multiple program structures and both proprietary and third-party asset allocation models.
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