About
Hi, I’m Lorri DeFoor.
I’m a Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. Before starting this company in 2017, I worked for a Fee-Only Registered Investment Advisor in Olympia and spent 14 years as a high school math teacher.
I’m originally from the Seattle area, though I’ve bounced around the state of Washington throughout my life, and spent a six-month stint in New Zealand studying marine biology. When I landed in Olympia in 2007, I thought it would be only for a short stay, but I ended up falling in love with the place and the people, and it has become a great home for me.
I have a Master’s degree in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College. As part of my preparation for the work I do now, I also went through the Financial Planning Program at Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or in the mountains camping, hiking, or skiing.
Looking for comprehensive financial planning with investment management?
Hi, I’m Gabbi Cerezo.
As a former middle school teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with and I wanted my dollars to be working as hard as I was. While I love teaching and miss my students, once I started learning about finance, I knew I wanted to help other teachers and people like me figure this out.
As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you.
I received my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis in California, and completed my Certified Financial Planning coursework at the Boston Institute of Finance.
When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.
Looking for comprehensive financial planning without investment management?
Hi, I’m Lorri DeFoor.
I’m a Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. Before starting this company in 2017, I worked for a Fee-Only Registered Investment Advisor in Olympia and spent 14 years as a high school math teacher.
I’m originally from the Seattle area, though I’ve bounced around the state of Washington throughout my life, and spent a six-month stint in New Zealand studying marine biology. When I landed in Olympia in 2007, I thought it would be only for a short stay, but I ended up falling in love with the place and the people, and it has become a great home for me.
I have a Master’s degree in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College. As part of my preparation for the work I do now, I also went through the Financial Planning Program at Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or in the mountains camping, hiking, or skiing.
Looking for comprehensive financial planning with investment management?
Hi, I’m Gabbi Cerezo.
As a former middle school teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with and I wanted my dollars to be working as hard as I was. While I love teaching and miss my students, once I started learning about finance, I knew I wanted to help other teachers and people like me figure this out.
As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you.
I received my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis in California, and completed my Certified Financial Planning coursework at the Boston Institute of Finance.
When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.
Looking for comprehensive financial planning without investment management?
Who are you?
You’re a person who cares a lot about the world and how you interact with it. You’re intentional about the choices you make,and you’re ready to start bringing that same level of intention to your financial choices. Whether you’re just starting your career, wanting to take your money game to the next level, or ready for a major financial turnaround, you realize that your contribution to this world can be greater if money is not a constant stressor in your life.
You’re ready to commit to creating and meeting financial goals. Like any work designed to create meaningful change, there will be times when this work is hard. Though we can often make simple changes with big impacts, parts of your financial plan will require you to make some tough decisions about where and how you spend and how that’s related to what you truly value. We’ll be there to provide the structure, steps, and support along the way, but ultimately you have to dive into this with a level of commitment that will carry you through the process.
Does this sound like you?
We’re members of the following organizations – all of which are working hard to make Fiduciary Financial Planning the standard for our industry
