Lorelle Farber

Lorelle Farber has extensive experience in the financial services industry, currently serving as a Financial Advisor at Osaic since January 2019. Before this role, Lorelle held a similar position at Woodbury Financial Services from January 2019 to January 2024 and served as a CRPC® and RICP® Financial Advisor at Pacific Capital Resource Group from June 2009 to January 2019. Earlier in the career, Lorelle worked for Smith Barney from 1980 to 2009, where responsibilities included back office operations and sales support. Lorelle holds multiple credentials, including a Retirement Income Certified Professional® designation from The American College of Financial Services and Chartered Retirement Planning Counselor® certifications from the College for Financial Planning. Additionally, current regulatory policies limit the ability to receive endorsements of skills and expertise.