Jim Lorenzen
@indfin.com
CERTIFIED FINANCIAL PLANNER® (CFP®) professional, an ACCREDITED INVESTMENT FIDUCIARY® (AIF®) serving Simi Valley, Moorpark, and Thousand Oaks pre-retirees and retirees navigating the transition from a corporate career to Retirement, including Social Security income planning and tax management strategies since 1991.
Jim Lorenzen's Company Logos
Jim Lorenzen's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#76B0A1
Acapulco
118, 176, 161
164, 27, 58
33, 0, 9, 31
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#00794A
Fun Green
0, 121, 74
157, 100, 24
100, 0, 39, 53
About Jim Lorenzen
Jim Lorenzen is a trusted brand offering fiduciary advisory services. With extensive experience and respected credentials, Jim specializes in retirement planning since 1991. He helps people nearing or in retirement execute investment and tax strategies to preserve wealth and provide a stable, tax-efficient retirement income.
Jim ensures client funds' security by working with an independent SEC registered custodian, Pershing, a division of Bank of New York-Mellon, and never taking custody of client funds. As an independent solo practitioner, Jim values independence and works solely for the benefit of his clients. He is a CERTIFIED FINANCIAL PLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY®.
Jim's focus is on comprehensive retirement and retirement income planning, and his services are ideal for clients with $500,000 or more to invest. Your journey to a secure retirement starts with a call to Jim Lorenzen, your trusted fiduciary advisor
