Jim Lorenzen, CFP®, AIF®
James Lorenzen, CFP®, AIF®

Plan with a
CERTIFIED FINANCIAL PLANNER® Professional

Who is also a Fiduciary Advisor

The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values.  Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.

A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first. 

James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.

Can You Tell the Difference Between a "Financial Advisor" and
a CERTIFIED FINANCIAL PLANNER® professional?

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Wealth planning and tax-managed strategies for individual investors.

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In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.

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