Skip to Content

Lori Lustberg

CFP®, CeFT®, CDFA®, JD Financial Planner

Lori joined Pathway in March 2019 and brings over a decade of combined experience in the financial and legal fields.

Lori holds a Bachelor of Arts degree in Psychology from Burlington College and a J.D. from Vermont Law School. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and a Certified Financial Transitionist (CeFT®), and a Certified Divorce Financial Analyst® (CDFA®).

Prior to joining Pathway, Lori was the principal of Lori Lustberg, Esq., LLC, providing mediation and divorce financial planning services to individuals and couples. Through her personal and professional experiences, Lori witnessed the power of financial planning to transform lives, which inspired her to make a mid-life career change to focus mainly on life-long financial planning relationships.

Lori is passionate about working with high net worth women facing a life change (such as divorce, widowhood, a career shift, empty nest or retirement), who seek to become financially empowered and take charge of their destiny.

Additionally, Lori specializes in long-term financial planning for high net worth couples, bringing a unique breadth and depth of experience as a former financial mediator. Couples who work together with a financial planner are much more likely to enjoy a happy, healthy partnership. It is one of the best investments you can make in your long-term happiness as a couple.

Lori is a prolific writer and a frequent presenter on taxation and financial issues to professional organizations, including the Vermont Bar Association. She is co-president of the Association of Divorce Financial Planners, a national nonprofit organization.

Lori enjoys meditating, romping with her dog, enjoying the beauty and splendor of Vermont, and writing articles and essays for local and national publications.