Lori Lustberg, Cfp®, Cdfa®, Jd
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Lori Lustberg, Cfp®, Cdfa®, Jd Email & Phone Number

Advanced Planning Specialist at Focus Partners Wealth
Location: United States 15 work roles 2 schools
2 work emails found @pathwayadvisors.com 2 phones found area 802 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email l****@pathwayadvisors.com
Direct phone (802) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Focus Partners Wealth
Role
Advanced Planning Specialist
Location
United States
Company size
123 employees

Who is Lori Lustberg, Cfp®, Cdfa®, Jd? Overview

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Quick answer

Lori Lustberg, Cfp®, Cdfa®, Jd is listed as Advanced Planning Specialist at Focus Partners Wealth, a with 123 employees, based in United States. AeroLeads shows a work email signal at pathwayadvisors.com, phone signal with area code 802, and a matched LinkedIn profile for Lori Lustberg, Cfp®, Cdfa®, Jd.

Lori Lustberg, Cfp®, Cdfa®, Jd previously worked as Financial Planner/Paraplanner at Lori Lustberg Llc and Financial Planning Consultant at Ellevest. Lori Lustberg, Cfp®, Cdfa®, Jd holds Doctor Of Law (J.D.), Cum Laude from Vermont Law School.

Company email context

Email format at Focus Partners Wealth

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*@pathwayadvisors.com
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AeroLeads found 2 current-domain work email signals for Lori Lustberg, Cfp®, Cdfa®, Jd. Compare company email patterns before reaching out.

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Profile bio

About Lori Lustberg, Cfp®, Cdfa®, Jd

I partner with financial planning firms to help advisors craft financial plans for, and deliver exceptional service to, their clients. My experience and background as an attorney, mediator, writer, and financial advisor helps me to:-Understand the overall situation as well as being able to hone in on the details.-Break down complex concepts into clearly understandable language. -Listen for and discern what is beneath the surface.-Understand when more research and/or information is needed.-Relate to my fellow humans on multiple levels.I have a depth and breadth of experience in working directly with clients. My current focus is in working directly with advisors by:-Entering data into financial planning software programs.-Creating goals, scenarios & analyses in financial planning software programs-Building comprehensive financial plans that cover retirement, education, income tax, insurance and estate planning.-Creating easy-to-understand summaries and deliverables.

Listed skills include Tax Implications Of Divorce, Financial Planners, Public Speaking, Certified Divorce Financial Analyst, and 24 others.

Current workplace

Lori Lustberg, Cfp®, Cdfa®, Jd's current company

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Focus Partners Wealth
Focus Partners Wealth
Advanced Planning Specialist
United States
Website
buckinghamstrategicpartners.com
Employees
123
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Company profile
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15 roles

Lori Lustberg, Cfp®, Cdfa®, Jd work experience

A career timeline built from the work history available for this profile.

Financial Planner/Paraplanner

Current
Lori Lustberg Llc

South Burlington, Vermont, United States

Apr 2024 - Present

Financial Planning Consultant

Current
Ellevest

United States

Jul 2024 - Present

Contract Mediator

Vermont Superior Court Family Mediation Program
Jul 2016 - Feb 2017

Owner ► Certified Financial Planner ♦ Certified Divorce Financial Analyst ♦ Divorce Mediator

Lori Lustberg, Esq. Llc

Burlington, Vermont Area

Advised and guided divorcing couples/individuals primarily on tax and financial implications of divorce and considerations for moving forward post-divorce. Provided clients with in-depth, interdisciplinary understanding of the emotional, financial and legal implications of divorce. Conducted researched on and wrote numerous documents distilling, analyzing and explaining complex legal and financial concepts.

Mar 2013 - Feb 2017

Client Relations Associate

Antoine Williams And Associates

Shelburne, Vermont

Jan 2011 - Jul 2014

Judicial Law Clerk ► Researcher ♦ Drafting Legal Opinions, Memoranda ♦ Editor/Proofreader

Vermont Supreme Court

Montpelier, Vermont

Nov 1999 - Aug 2000

Judicial Law Clerk

Washington District And Family Courts, Orange County Superior, District, Family And Probate Courts

Vermont

Aug 1998 - Nov 1999

Legal Intern

Hon. Ernest W. Gibson Iii, Associate Justice, Vermont Supreme Court

Montpelier, Vermont

Jun 1997 - Aug 1997

Legal Intern

Office Of Counsel To Governor Howard B. Dean

Montpelier, Vermont

My duties for Gov. Dean’s office included researching and writing memoranda regarding legal issues in proposed bills.

Mar 1997 - Jul 1997
Team & coworkers

Colleagues at Focus Partners Wealth

Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →

SS Seng Saechao Seng Saechao Colleague at Focus Partners WealthVisalia, California, United States View → MS Mark Sheridan Mark Sheridan Colleague at Focus Partners WealthChesterfield, Missouri, United States View → JP John Panem John Panem Colleague at Focus Partners WealthLas Vegas, Nevada, United States View → JM Jeremy Miller, Crpc®, Bfa™ Jeremy Miller, Crpc®, Bfa™ Colleague at Focus Partners WealthGreater Sacramento, United States View → JG Judd Grimshaw Judd Grimshaw Colleague at Focus Partners WealthSt Peters, Missouri, United States View → MG Matt Glazier Matt Glazier Colleague at Focus Partners WealthDenver, Colorado, United States View → SN Steve Ncginnis Steve Ncginnis Colleague at Focus Partners WealthSan Jose, California, United States View → DL Daniel Lim Daniel Lim Colleague at Focus Partners WealthNew York, United States View → AB Allison Barbieri Allison Barbieri Colleague at Focus Partners WealthBallwin, Missouri, United States View → HS Hunter Storm Hunter Storm Colleague at Focus Partners WealthUnited States View →
2 education records

Lori Lustberg, Cfp®, Cdfa®, Jd education

Doctor Of Law (J.D.), Cum Laude

Vermont Law School

Activities and Societies: • Vermont Law Review: Notes Editor, 1997-1998; Staff Member, 1996-1997. • Debevoise Moot Court Advisory Board.

FAQ

Frequently asked questions about Lori Lustberg, Cfp®, Cdfa®, Jd

Quick answers generated from the profile data available on this page.

What company does Lori Lustberg, Cfp®, Cdfa®, Jd work for?

Lori Lustberg, Cfp®, Cdfa®, Jd works for Focus Partners Wealth.

What is Lori Lustberg, Cfp®, Cdfa®, Jd's role at Focus Partners Wealth?

Lori Lustberg, Cfp®, Cdfa®, Jd is listed as Advanced Planning Specialist at Focus Partners Wealth.

What is Lori Lustberg, Cfp®, Cdfa®, Jd's email address?

AeroLeads has found 2 work email signals at @pathwayadvisors.com for Lori Lustberg, Cfp®, Cdfa®, Jd at Focus Partners Wealth.

What is Lori Lustberg, Cfp®, Cdfa®, Jd's phone number?

AeroLeads has found 2 phone signal(s) with area code 802 for Lori Lustberg, Cfp®, Cdfa®, Jd at Focus Partners Wealth.

Where is Lori Lustberg, Cfp®, Cdfa®, Jd based?

Lori Lustberg, Cfp®, Cdfa®, Jd is based in United States while working with Focus Partners Wealth.

What companies has Lori Lustberg, Cfp®, Cdfa®, Jd worked for?

Lori Lustberg, Cfp®, Cdfa®, Jd has worked for Focus Partners Wealth, Lori Lustberg Llc, Ellevest, Third Eye Associates, Ltd, and Pathway Financial Advisors, Llc.

Who are Lori Lustberg, Cfp®, Cdfa®, Jd's colleagues at Focus Partners Wealth?

Lori Lustberg, Cfp®, Cdfa®, Jd's colleagues at Focus Partners Wealth include Seng Saechao, Mark Sheridan, John Panem, Jeremy Miller, Crpc®, Bfa™, and Judd Grimshaw.

How can I contact Lori Lustberg, Cfp®, Cdfa®, Jd?

You can use AeroLeads to view verified contact signals for Lori Lustberg, Cfp®, Cdfa®, Jd at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.

What schools did Lori Lustberg, Cfp®, Cdfa®, Jd attend?

Lori Lustberg, Cfp®, Cdfa®, Jd holds Doctor Of Law (J.D.), Cum Laude from Vermont Law School.

What skills is Lori Lustberg, Cfp®, Cdfa®, Jd known for?

Lori Lustberg, Cfp®, Cdfa®, Jd is listed with skills including Tax Implications Of Divorce, Financial Planners, Public Speaking, Certified Divorce Financial Analyst, Arbitration, Dividing Assets In Divorce, Financial Planning, and Tax.

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