Jim Lorenzen, CFP®, AIF®

The Independent Financial Group


Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® serving private clients’ wealth management needs since 1991.   Jim is Founding Principal of The Independent Financial Group, a Registered Investment Advisor providing wealth management, retirement planning and investment advisory services.  He is also licensed for insurance as an independent agent under California license 0C00742.