Lori Choi - Email & Phone Number

Partner, Sr. Wealth Manager at Veris Wealth Partners, Llc

Lori Choi is based out of Dallas-Fort Worth Metroplex and works at Veris Wealth Partners, Llc as Partner, Sr. Wealth Manager.

Lori Choi's Contact Information

Lori Choi's Work email

l*****@veris***.com

Valid

Latest update

October 27, 2025

Location

Dallas-Fort Worth Metroplex

Lori's current employer

Veris Wealth Partners, Llc

Description

Veris offers a unique approach to impact wealth management by enabling you to achieve both your financial goals and your impact investing...

Website

veriswp.com

HQ Location

San Francisco, California, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Veris Wealth Partners, Llc

Frequent questions about Lori Choi

What company is Lori Choi working for?

Lori Choi works for Veris Wealth Partners, Llc.

What is Lori Choi's function at Veris Wealth Partners, Llc?

Lori Choi is Partner, Sr. Wealth Manager at Veris Wealth Partners, Llc.

Where is Lori Choi based?

Lori Choi is based out of Dallas-Fort Worth Metroplex.

What is Lori Choi's work email address?

Lori Choi's professional email address is l*****@veris***.com

Who are Lori Choi's co-workers?

Lori Choi's colleagues are Casey Verbeck, Roraj Pradhananga, Jane Swan, Tim Kingsbury, Karen Walls, Leah Beattie, Mandy Gardner, Sandra Guerrero, Steve Fahrer, Mihir Mehan, Linda Farran, Anders Ferguson, Patricia Farrar-Rivas, Katie Bamberger, Alison Pyott, Jinal Dalal.

Lori's co-workers

Casey Verbeck

Director of Business Development

Roraj Pradhananga

Partner and Managing Director, Investments

Jane Swan

Senior Wealth Manager

Tim Kingsbury

Wealth Manager

Karen Walls

National Client Service Manager

Leah Beattie

Senior Associate, Wealth Management

Partner, Senior Portfolio Strategist

Mihir Mehan

Impact Investment Research Analyst

Linda Farran

Client Service Associate

Anders Ferguson

Partner

Patricia Farrar-Rivas

Founding Member, Chairperson, Veris Wealth Partners LLC

Katie Bamberger

Client Service Associate

Alison Pyott

Partner | Senior Impact Wealth Manager

Jinal Dalal

Sustainability Consultant - Net Impact

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.