Lori Atwood, CFP (R)

Lori Atwood, CFP(R), is the founder of Fearless Finance by Atwood Financial Planning and Atwood Financial Planning. She is a Certified Financial Planner with nearly two decades of experience in the finance industry.12

Professional Background

Lori's career in finance began in telecom investment banking in Europe. She then transitioned to the role of CFO at a 20-person internet startup, where she oversaw the company's sale to a publicly traded entity. Following this, she returned to banking as an investment consultant, managing assets for institutions, foundations, and high-net-worth families. Lori also gained experience working with a private equity firm, focusing on capital placement in emerging markets.12

Education and Qualifications

• Bachelor's degree in Artificial Intelligence from the University of Pennsylvania (1985-1989)
• Master's degree in Public Policy from Georgetown University (1992-1994)
• Certified Financial Planner (CFP) designation2

Fearless Finance and Atwood Financial Planning

Lori founded Atwood Financial Planning in 2016, which later evolved to include Fearless Finance. The company's mission is to provide accessible financial planning services to a wide range of clients, regardless of their financial status or assets.12 Key aspects of her business model include:

• Fiduciary financial planning advice
• Hourly or subscription-based payment structure
• No sales, commissions, or minimum asset requirements
• Virtual financial planning services
• Corporate financial wellness programs12

Fearless Finance employs a team of registered financial planners across the United States, offering services such as budgeting, forecasting, debt management, savings strategies, goal setting, investment advice, and retirement planning.12

Personal Interests

Outside of her professional life, Lori enjoys cooking, attending boot camp fitness classes, and spending time with her husband and daughter.1