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Lori C

Series 63, Series 65

Baytown, TX

Cetera

Lori Comanich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Invesco and Avantax, and she currently serves as an advisory consultant at True North Private Wealth Partners. In addition to financial advising, she is a licensed real estate agent and leads a realty group through Keller Williams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management and consulting services through a nationwide network of advisors and operates a multi-manager platform with various program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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