Lori Fino, Executive Assistant

Lori is in charge of the Accounting and Operations Department at Pacific Capital Strategies, Inc. Her responsibilities include all facets of office accounting, database management, and coordination of various office operations. She has been working in the financial services industry since 1992 and holds the FINRA Series 6 and 63 securities licenses. Lori also has her Life Insurance license and is a Notary Public. She enjoys gardening and hunting with her family in her spare time. CA license # 0B25816.

Email Address:
lori@pcs-wm.com