
Coldwell Banker Realty

16
Closed Sales
$24.8M
Total Value
$289.8K - $4M
Price Range
$1.6M
Average Price
Prior 5 years
About Lori
Committed to excellence, service, and integrity, Lori Koppel is an experienced realtor and financial planner, stockbroker and insurance agent. Lori’s unique combination of skills makes her an invaluable asset to anyone looking to invest in real estate or portfolio assets. She puts her expertise to work to help her clients make their real estate transactions a success. Lori has experience in many areas of the real estate professionals. A keen sense along with the training to envision your financial future, Lori has the ability to make your dreams a reality. With over 23 years as a financial planner, Lori offers professional assistance to her clients in all areas of investment including portfolio review for retirement and estate planning. She is available to counsel you on investments and tax needs, including expert advice on stocks, bonds, mutual funds, 401K, IRA, and trusts. Lori knows that it’s not what you own, but how you own it. She can advise on avoiding estate taxes, reducing overall taxes and maximizing cash flow. Whatever your investment goals are, Lori can help you reach them. Call Lori today for a free investment portfolio review or free real estate market analysis. National top 1% of financial planners, handling multi-million dollar clients, Licensed for over 23 years with NASD, NYSE and Department of Real Estate.
Home Types:
House, Co-op, Condo
Years of Experience:
26
Education:
Claremont College
Transaction History
- 1 Year
- 2 Year
- 5 Year
Neighborhoods Lori is Experienced In
Lori's Listings and Deals
Lori's Active Listings
Recently Sold
Awards and Designations
- Financial Planners and Investment Counsel Who’s who in American Business Women Acclaimed speaker at the American Bar Association, the Sertoma Club, Saddleback Valley Newcomers and Orange County Business Counsel
Other Experience
Distressed Properties, Foreclosures, Luxury Homes, Property Management, Senior Communities, Short Sales
Homes for Sale by City
- Newest Listings in Balboa
- Newest Listings in Costa Mesa
- Newest Listings in Irvine
- Newest Listings in Santa Ana
- Newest Listings in Huntington Beach
- Newest Listings in Laguna Beach
- Newest Listings in Tustin
- Newest Listings in Fountain Valley
- Newest Listings in Laguna Woods
- Newest Listings in Aliso Viejo
- Newest Listings in Laguna Niguel
- Newest Listings in Laguna Hills
- Newest Listings in Mission Viejo
- Newest Listings in North Tustin
- Newest Listings in Lake Forest
- Newest Listings in Westminster
- New Homes in Balboa
- New Homes in Costa Mesa
- New Homes in Irvine
- New Homes in Santa Ana
- New Homes in Huntington Beach
- New Homes in Laguna Beach
- New Homes in Tustin
- New Homes in Fountain Valley
- New Homes in Laguna Woods
- New Homes in Aliso Viejo
- New Homes in Laguna Niguel
- New Homes in Laguna Hills
- New Homes in Mission Viejo
- New Homes in North Tustin
- New Homes in Lake Forest
- New Homes in Westminster
- New Communities in Balboa
- New Communities in Costa Mesa
- New Communities in Irvine
- New Communities in Santa Ana
- New Communities in Huntington Beach
- New Communities in Laguna Beach
- New Communities in Tustin
- New Communities in Fountain Valley
- New Communities in Laguna Woods
- New Communities in Aliso Viejo
- New Communities in Laguna Niguel
- New Communities in Laguna Hills
- New Communities in Mission Viejo
- New Communities in North Tustin
- New Communities in Lake Forest
- New Communities in Westminster