Jim Lorenzen, CFP®
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Personal Information
Organización/Lugar de trabajo
Simi Valley, CA United States
Ocupación
Wealth Management
Sector
Consulting / Advisory
Sitio web
www.indfin.com
Acerca de
James Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY® in independent practice since 1991. The Independent Financial Group is a fee-based registered investment advisor and Jim is also licensed for insurance as an independent agent under California license 0C00742. Jim can be reached at 805.265.5416 or (from outside California) at 800.257.6659.
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