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Jim Lorenzen, CFP®, AIF®

THE INDEPENDENT FINANCIAL GROUP

A Registered Investment Advisor

By Appointment Only
Schedule your introductory phone call here!

Phone: 805-265-5416
Fax: 805-830-1138
Toll Free: 800-257-6659
E-mail: info@indfin.com
Ca. Ins. Lic. 0C00742

2655 First Street, Suite 250; Simi Valley, California 93065

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

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 with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!