Lorne Abramson

CFA®, CFP®, EA, MBA

Abramson Financial Planning, LLC

Financial Advisor

Lorne Abramson

CFA®, CFP®, EA, MBA

Abramson Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lorne Abramson, CFA®, CFP®, EA, MBA

650-434-4630

Advice-only (hourly and flat project fee) financial planner, focusing on those in or nearing retirement. Virtual practice offering advisory services in California and in other jurisdictions where exempted

Meet Lorne Abramson

After almost thirty years in the financial services industry, I still love sharing my knowledge to help clients achieve their financial goals.  I specialize in advising people approaching or already in retirement.  I show clients how get a handle on their financial situation, how to navigate complex retirement decisions, and how to come up with a practical plan that they can confidently put into action.  

As an advice-only planner, I am compensated solely for my time, on a flat project fee or hourly basis. Additionally, I operate a virtual practice, which broadens my ability to work with clients and enables me to pass on cost savings with competitive fee rates. Please visit my website to learn more:  https://abramsonfp.com

Lorne Abramson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Lorne Abramson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Lorne Abramson

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • Burlingame, CA 94010

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser