Lorena Ferrufino, FPQP®
Client Service Associate
As a Client Service Associate in Wealthspire’s Annapolis office, Lorena supports clients and their advisors with ongoing needs. She takes the time to understand how each family prefers to communicate, what matters to them, and which details they would rather simply have handled. Prior to joining Wealthspire, Lorena was an Office Coordinator with Adventist HealthCare, where she learned to navigate complex and sometimes sensitive situations with patience while managing multiple priorities without losing sight of important details. She brings that same calm, organized approach to wealth management and is developing particular expertise in retirement accounts, asset transfers, and new account onboarding. Lorena holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
