Lori Plescia

About Lori

Lori Plescia is a Financial Advisor, Independent Contractor 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.

Disclosure: Certain Marcum representatives are, in their separate capacities, accounting and tax professionals of CBIZ, Inc. (“CBIZ”), an unaffiliated certified public accounting firm. Marcum does not render accounting advice or tax preparation services to its clients. Rather, to the extent that a client requires accounting advice and/or tax preparation services, Marcum, if requested, may recommend the services of a qualified tax and accounting professional, which could include recommendations to engage Marcum personnel in their separate capacity as CBIZ accounting professionals. In addition, clients of Marcum may be charged a single bundled fee for investment advisory services rendered by Marcum and accounting and/or tax preparation services rendered by the client’s engaged accounting professional. A recommendation for a client to engage a Marcum representative in their separate CBIZ capacity presents a Conflict of Interest, due to the potential receipt of tax and accounting compensation by CBIZ and/or the Marcum representative. No client is under any obligation to engage a Marcum representative through CBIZ for accounting and/or tax preparation services. Marcum will work with the accountant of the client’s choosing.