Cory Lozow

Financial Coordinator

Cory supports the firm’s financial planning process by analyzing tax returns and investment account statements, as well as managing the collection of key financial documents. As a Financial Coordinator at Echo45 Advisors, he brings a strong background in client service and a degree in Finance from California State University, Chico, to his role.

Your best friend during tax time, Cory’s primary focus is assisting clients in preparing their tax packages to share with their tax preparers. He ensures the process is seamless and stress-free by providing detailed and timely support, delivering exceptional assistance to both clients and colleagues.

Before joining Echo45, Cory gained valuable experience in a variety of roles, including as a Card Services Specialist at First Republic Bank and a Sales and Operations Coordinator at Herc Rentals. These positions honed his organizational skills and ability to manage complex workflows with precision.

Based in San Francisco, Cory enjoys spending time with his girlfriend Haley and staying active. A passionate sports fan, he loves playing golf and basketball, cheering on his favorite teams, and challenging himself through distance running—he completed his first 10K and is training for a half marathon in 2025. When he’s not working or working out, Cory enjoys watching shows like The Office and Severance.