Lori Plescia
CFP®, CPA*, PFS, QPFC
*Licensed by the State of Missouri
Financial Advisor
About Lori
Lori Plesica is a Financial Advisor for Marcum Wealth. With over 15 years of experience in financial services, Lori’s focus is helping clients with wealth management, financial planning, tax planning, and estate planning.
PROFESSIONAL & CIVIC AFFILIATIONS
- American Institute of Certified Public Accountants (AICPA)
- Missouri Society of Certified Public Accountants (MOCPA)
- American Society of Pension Professionals and Actuaries (ASPPA)