Financial Planner
Current
Feb 2022 - Present
AeroLeads people directory · profile
Lori Bodenhamer, Cfp® Email & Phone Number
Financial Planner
at
Abundo Wealth
1 work email found
@discoverydn.com
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
San Francisco, California, United States
Who is Lori Bodenhamer, Cfp®? Overview
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Quick answer
Lori Bodenhamer, Cfp® is listed as Financial Planner at Abundo Wealth, based in San Francisco, California, United States. AeroLeads shows a work email signal at discoverydn.com, phone signal with area code 212, and a matched LinkedIn profile for Lori Bodenhamer, Cfp®.
Lori Bodenhamer, Cfp® previously worked as Financial Planner at Farther Finance and Client Services Associate at Mercer Advisors. Lori Bodenhamer, Cfp® holds Certificate In Personal Financial Planning from Uc Berkeley Extension.
Company email context
Email format at Abundo Wealth
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*@discoverydn.com
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AeroLeads found 1 current-domain work email signal for Lori Bodenhamer, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Lori Bodenhamer, Cfp®
I started my career in video & media, leading dynamic production teams for various video brands. Over time, I became drawn to helping people gain control over their money which led me to make a career switch to Financial Planning. Now as a CERTIFIED FINANCIAL PLANNER™ at Abundo Wealth, I guide people towards achieving their financial goals and help them find their unique path to financial freedom. Our mission at Abundo is to revolutionize the financial advice industry by offering high-quality, comprehensive financial planning to everyone. I'm a firm believer in our Advice-Only approach and see it as the future of financial advice.
Listed skills include Post Production, Digital Media, Video Production, Advertising, and 28 others.
Current workplace
Lori Bodenhamer, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 23 years
Lori Bodenhamer, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planner
Provided comprehensive planning for the principal advisor’s high-net-worth clients.
Sep 2021 - Jan 2022
Client Services Associate
Dec 2020 - Sep 2021
Fpa Virtual Externship
Jun 2020 - Jul 2020
Sr. Director Of Production
Oversaw all Production Management, Post, and Studio operations for Seeker. I partnered with corporate departments to project manage business-critical initiatives, marketing events, website redesigns, channel launches - one of everything.Seeker was an award-winning science video publisher and part of Group Nine Media/Vox Media.
Dec 2016 - Aug 2019
Sr. Director Of Production
Discovery Digital Networks
Discovery Digital Networks reached audiences with daily video content, original documentaries & live events. DDN was part of Discovery Communications, became Seeker was part of Group Nine Media which will was acquired by Vox Media (hi media consolidation!).
Oct 2012 - Dec 2016
Sr. Program Manager, Microsoft Retail Store Account
Built the project management process for Swirl’s Microsoft Store account from the ground up. Scaled the agency’s production team to design & deliver all in-store signage and seasonal campaigns for Microsoft Store's nationwide locations.
Apr 2012 - Oct 2012
Sr. Manager Of Operations, Content & Creative Group
Technicolor'S Premier Retail Networks (Prn, Izon Media)
Supervised the day-to-day operations and business management of a high-volume creative services team. Orchestrated Creative Directors, Producers, Animators to create & deliver commercials for national retailers and their suppliers.
2004 - Apr 2012
2 education records
Lori Bodenhamer, Cfp® education
Certificate In Personal Financial Planning
Uc Berkeley Extension
Ba, Communications - Media Arts
California State University, Chico
FAQ
Frequently asked questions about Lori Bodenhamer, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lori Bodenhamer, Cfp® work for?
Lori Bodenhamer, Cfp® works for Abundo Wealth.
What is Lori Bodenhamer, Cfp®'s role at Abundo Wealth?
Lori Bodenhamer, Cfp® is listed as Financial Planner at Abundo Wealth.
What is Lori Bodenhamer, Cfp®'s email address?
AeroLeads has found 1 work email signal at @discoverydn.com for Lori Bodenhamer, Cfp® at Abundo Wealth.
What is Lori Bodenhamer, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Lori Bodenhamer, Cfp® at Abundo Wealth.
Where is Lori Bodenhamer, Cfp® based?
Lori Bodenhamer, Cfp® is based in San Francisco, California, United States while working with Abundo Wealth.
What companies has Lori Bodenhamer, Cfp® worked for?
Lori Bodenhamer, Cfp® has worked for Abundo Wealth, Farther Finance, Mercer Advisors, Financial Planning Association (Fpa), and Seeker Media.
How can I contact Lori Bodenhamer, Cfp®?
You can use AeroLeads to view verified contact signals for Lori Bodenhamer, Cfp® at Abundo Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lori Bodenhamer, Cfp® attend?
Lori Bodenhamer, Cfp® holds Certificate In Personal Financial Planning from Uc Berkeley Extension.
What skills is Lori Bodenhamer, Cfp® known for?
Lori Bodenhamer, Cfp® is listed with skills including Post Production, Digital Media, Video Production, Advertising, Video, Web Video, Media Production, and Television.
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