Lori Welker is a driven and compassionate financial advisor who provides exceptional personalized service with comprehensive solutions to clients. She has studied Master of Science (M.S.), Health/Health Care Administration/Management at California State University-Long Beach, and Vocational Teaching Certificate, Respiratory Care Therapy/Therapist at University of California, Los Angeles. She has also earned a Bachelor's degree in Early Childhood Education and Teaching from University of Redlands.

Lori Welker has worked as a Financial Advisor, Registered Representative at Independent Financial Services Firms and now is a Financial Advisor/Business Owner at Welker & Associates. The foundational principle of the team is that trust is essential in their relationships with their clients. The team offers transparency, integrity and expertise to their clients, enabling them to have peace of mind and confidence in their financial future.

Lori Welker and her team have attracted advisors seeking mentorship in developing their reputable and successful businesses. They committed to developing a prosperous relationship with clients in order to achieve their goals. Lori Welker's principles of appreciation, trust, and transparency are evident in their direct and transparent communication to reach mutual goals.

With her experience and knowledge, Lori Welker offers compassionate and professional financial advice to clients.