Lorelle K. Farber, CRPC*

Lorelle K. Farber, CRPC*

Financial Advisor

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Phone: 425-641-8788 ext 232
Fax: 425-641-8778
E-mail:


Lorelle’s mission and vision is to support the greater community by empowering individuals to enrich personal and financial growth for themselves and those they care most about. Lorelle’s intention is reduce risk and simplify the financial side of your life.

 
Feeling as though something was missing from the total financial planning picture, Lorelle joined two firms whose values are in alignment with hers, Pacific Capital Resource Group, Inc., and Hornor, Townsend & Kent, Inc.
 
Since many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities for themselves, their business, or their family.  They also take unnecessary risks and fail to adequately protect that which is most important to them.  Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth.  Securities and investment advisory services offered exclusively through HTK. 
           
Our greatest satisfaction comes from knowing that we are making a difference in our clients' lives. We are improving the lives of our clients through disciplined, common sense planning designed to deliver results; A tradition of integrity, professionalism, commitment and service.
 
Lorelle also offers services which include investing in companies that are promoting green/alternative energy, sustainability and socially responsibility here in the United States and around the world. 
 
In her spare time, she and her partner spend time on their acre in Normandy Park, taming and nurturing the natural landscape along with vegetable and flower gardening. 
 
 
 

Education and Licensing

  • Registered Representative of HTK.
  • Investment Advisor Representative of HTK.
  • CHARTERED RETIREMENT PLANNING COUNSELOR®, 2009
  • Life and Annuity Insurance Licensed, 1998
  • REGISTERED PARAPLANNER®, 1997

  

Business Experience
  • 2009-present Pacific Capital Resource Group, Inc., Financial Advisor
  • 2000-2009 Smith Barney, Financial Advisor
  • 1986-2000 Smith Barney, Registered Sales Assistant
  • 1980-1986 Smith Barney, Administration

 

Associations
  • Greater Seattle Business Association
    • Member since 2000
    • Board of Directors 2001-2005
    • Scholarship Chair 2002-2006
  • Women’s Business Exchange
    • Member since 2001
  • Center for Spiritual Living
    • Member since 2002
  • Habitat for Humanity
    • Volunteer since 2002
    • Mississippi Rebuild from Katrina 2007
  • City Year Volunteer 2006, 2007, 2008
  • Washington State Holistic Chamber of Commerce
    • Member since 2007
  • The Pride Foundation 2007, 2008
 
Recognition
  • Five Star Wealth Manager, Seattle Magazine** 2007, 2008, 2009, 2010 and 2011. 
  • GSBA Business Leader of the Year 2007 
 
 
**The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation.  The award is not indicative of the wealth manager's future performance.  For more information on the FIVE STAR Award and the research/selection criteria and methodology,
click here.