Jim Lorenzen, CFP®
1 SlideShare
Personal Information
Organização/Local de trabalho
Simi Valley, CA United States
Cargo
Wealth Management
Setor
Consulting / Advisory
Site
www.indfin.com
Sobre
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.
Detalhes do contato
  • Documentos
  • Infográficos
Mais recentes Mais populares

IFG Intro

Há 9 anos • 666 Visualizações