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Lori Hollander, CPA, MBA | Our Team | Zynergy Retirement Planning

Lori Hollander, CPA, MBA

CFO and Head of Tax Services

Lori Hollander is the CFO and Head of Tax Services with Zynergy Retirement Planning, LLC, a financial planning firm specializing in working with mature adults over 50 years.

She is an experienced individual tax accountant and business leader with considerable expertise leading teams in finance and accounting and supporting business clients with financial planning in various industries, including pharmaceutical, biotechnology, medical devices, and healthcare. She has spent most of her career at Merck and Co., Inc. and was previously a senior auditor at the accounting firm of KPMG.

Lori is a Licensed Certified Public Accountant in NJ. She also holds a Certified Fraud Examiner designation through the Association of Certified Fraud Examiners. Lori is a member of the American Institute of Certified Public Accountants.

She received a Master of Business Administration from Fairleigh Dickinson University and a Bachelor of Science in Business Administration from Washington University in St. Louis.

Lori has donated her time and expertise to philanthropic causes, including as Treasurer of the NYC Komen Race for the Cure and as a committee member for the Lupus Research Alliance Walk to End Lupus.

Lori currently resides in Belmar NJ and is an avid pickleball player.

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Zynergy Retirement Planning

Zynergy Retirement Planning manages more than $152 million in assets for our members with the goal of transparency and unparalleled service.

  • 732-784-2380
  • 10 NJ-35, Red Bank, NJ 07701

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