Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
Address : 2655 First St #250, Simi Valley CA 93065
Business Hour : Mon-Fri 9am-5pm
Google Plus Listing : https://www.google.com/maps?cid=13119445251258740911
Services We Offer : Asset Protection Planning, Estate Planning, retirement income planning, Social Security Planning, wealth management advisor
Published on July 17, 2025
Published by The Independent Financial Group
Viewed by 9 people
Description of item
Location
Country
United States
Region
California
City
Simi Valley
Address
2655 First St #250
Seller information
Name
The Independent Financial Group
Phone
8052655XXX
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Location
Simi Valley in California, United States
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