Captain Sid Lorio
August 11, 2020
Captain Sid Lorio The day began like most others, it was overcast, grey, and miserable: typical English weather. Captain Sid Lorio was on base at the Royal Air Force Lakenheath
Founded in 1980, Lorio Wealth Management is a family owned financial planning firm. Our passion is helping families achieve their financial dreams for generations to come. Learn more about our family below.
SID LORIO
Principal
Sid Lorio is the founder of Lorio Wealth Management, an Accredited Investment Fiduciary™ Designee, and a CERTIFIED FINANCIAL PLANNER™ Practitioner.
An avid boater and decade long Mavs fan, Sid lives in Southlake, Texas with is wife, Gloria.
GLORIA LORIO
Office Manager
Gloria Lorio is a CERTIFIED FINANCIAL PLANNER™ Practitioner.
An avid boater and decade long Mavs fan, Gloria lives in Southlake, Texas with her husband, Sid.
STEVEN LORIO
Principal
Steven Lorio is the founder of Rethin(k) 401(k), an Accredited Investment Fiduciary™ Designee, and a CERTIFIED FINANCIAL PLANNER™ Practitioner.
An avid gamer, he lives in Bedford, Texas with his wife, Jen, and their 2 cats.
DAVID LORIO
Principal
David Lorio is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Chartered Retirement Plan Specialist™.
He lives in Austin, Texas.
Captain Sid Lorio The day began like most others, it was overcast, grey, and miserable: typical English weather. Captain Sid Lorio was on base at the Royal Air Force Lakenheath
Sid & Steven Lorio have been named 5 Star Wealth Managers in every year from 2012 to 2022. Write ups about each Principal can be found in D Magazine, typically in the August Issues.[a]
Accredited Investment Fiduciary® Designees:
Sid Lorio and Steven Lorio.
CERTIFIED FINANCIAL PLANNER™ practitioners:
Sid Lorio, Gloria Lorio, Steven Lorio, and David Lorio.
Chartered Retirement Plan Specialist:
David Lorio.
7
Series 7 – General Securities Representative Examination:
Sid Lorio, Steven Lorio, and David Lorio.
24
Series 24 – General Securities Principal Examination:
Sid Lorio, Steven Lorio, and David Lorio.
63
Series 63 – Uniform Securities Agent State Law:
Sid Lorio.
66
Series 66 – Uniform Combined State Law Examination:
Steven Lorio and David Lorio.
Having been furloughed from his dream job as a captain at Braniff International Airways, Sid Lorio joins A.L. Williams on December 11th, 1980 to forge a new path.
The Dow Jones Industrial Average (DJIA): 964.
Sid leaves A.L. Williams to further his capabilities for clients and joins Anchor National Financial Services, Inc. on December 18th, 1981 so that he can be securities licensed. There, he earns his Series 63, Series 22, Series 6, and eventually, Series 7.
DJIA: 875.
Sid passes his CERTIFIED FINANCIAL PLANNER™ examination and becomes a CERTIFIED FINANCIAL PLANNER™ professional on July 24th, 1987.
DJIA: 2,485.
Gloria Lorio officially joins Lorio Wealth Management. While she had been assisting the firm since its inception, she officially went full time on September 1st, 1989.
DJIA: 2,752.
Sid & Gloria leave Sun America Life Insurance Co. (previously Anchor National Financial Services, Inc.) and join Linsco Private Ledger (now LPL Financial) on December 7th, 1994. There, they are able to serve as fiduciaries for their clients. To this day, we continue to serve in a fiduciary capacity for our clients.
DJIA: 2,485.
Gloria passes her CERTIFIED FINANCIAL PLANNER™ examination and becomes a CERTIFIED FINANCIAL PLANNER™ professional on the same day, December 7th, 1994!
DJIA: still at 2,485.
Lorio Wealth Management moves into its new building!
Stock markets are in euphoria. James K. Glassman and Kevin Hassett author a book entitled, "Dow 36,000".
DJIA: 10,273.
The "Dot-Com Bubble" finally ends.
DJIA: 7,286.
Steven Lorio passes his CERTIFIED FINANCIAL PLANNER™ examination and becomes a CERTIFIED FINANCIAL PLANNER™ professional on July 14th, 2006.
DJIA: 10,739.
Steven Lorio leaves Fidelity Investments to join Lorio Wealth Management. His knowledge of qualified retirement plans greatly expands Lorio Wealth Management's capabilities within 401(k) and pension plans.
DJIA: 13,522.
The "Great Recession" finally ends on March 9th, 2009.
DJIA: 6,547.
David Lorio joins Lorio Wealth Management, bringing the whole family into the business on July 31st, 2018! His knowledge of compliance matters helped streamline affairs within the office allowing Lorio Wealth Management to focus on younger clientele.
DJIA: 25,415.
David Lorio passes his CERTIFIED FINANCIAL PLANNER™ examination and becomes a CERTIFIED FINANCIAL PLANNER™ professional on November 12th, 2018.
DJIA: 25,387.
[a] Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers in any year.
Tracking #1-05043592
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Securities and advisory services offered through LPL Financial, member FINRA/SIPC. LPL Financial is not affiliated with Lorio Wealth Management. Check the background of this firm on FINRA’s BrokerCheck and LPL’s Financial Form CRS.
