Jim Lorenzen, CFP, AIF
The Independent Financial Group
- 2655 First Street, Suite 250 |
- Simi Valley, CA 93065
Map and directions
The Independent Financial Group has been providing retirement planning and wealth management services to private clients since 1991. IFG's Founding Principal, Jim Lorenzen, is a CERTIFIED FINANCIAL PLANNER professional and an Accredited Investment Fiduciary. He is also licensed for insurance as an independent agent under California license #0C00742. Jim's articles have appeared in The Wall Street Journal's "Smart Money" magazine, The Journal of Compensation & Benefits and he's appeared on American Airlines' "Sky Radio", heard on more than 19,000 flights. He has built multiple businesses and has been the headline speaker at over 500 national conentions for Foster Grant, Hobie Cat, CapCities/ABC, and many others. IFG is a Registered Investment Advisor.