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The Independent Financial Group Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

The Independent Financial Group is an independent practice financial consultancy and Registered Investment Advisor founded in 1991. Based in Simi Valley, California, the firm provides retirement planning and wealth management services to private clients seeking to secure their financial future for themselves and their families. The organization positions itself as a navigator and coordinator in the financial marketplace, assembling and integrating a client’s own team of independent service providers to create a seamless, flexible solution that can be adjusted without disrupting the overall plan. Founding principal Jim Lorenzen holds credentials as a CERTIFIED FINANCIAL PLANNER, ACCREDITED INVESTMENT FIDUCIARY, and is licensed to provide insurance as an independent agent in California. The firm emphasizes tailoring planning, management, reporting, due-diligence, custodial, and analytical functions through independent providers to meet each client’s needs.

Find The Independent Financial Group employees' phone numbers or email addresses

The Independent Financial Group Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

The Independent Financial Group's Leadership

  • Stylized image of a person
    J. L.
    Coo
    Mobile Phone
  • Stylized image of a person
    L. J.
    Chief Executive
    Mobile Phone
  • Stylized image of a person
    C.
    Investment Advisor
    Mobile Phone

The Independent Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from The Independent Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. L.
    Coo
    Mobile Phone
    UNITED STATES
    Oct 02, 2025
  • Stylized image of a person
    L. J.
    Chief Executive
    Mobile Phone
    UNITED STATES
    Apr 22, 2024
  • Stylized image of a person
    C.
    Investment Advisor
    Mobile Phone
    United StatesPennsylvania
    Jun 28, 2026

Frequently Asked Questions

What is The Independent Financial Group known for?

Minus sign iconPlus sign iconThe Independent Financial Group was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-805-374-****
. Explore The Independent Financial Group's company overview page for more information.

What is The Independent Financial Group's most common email format?

Minus sign iconPlus sign iconThe Independent Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Independent Financial Group email formats with LeadIQ.

How many employees does The Independent Financial Group have currently?

Minus sign iconPlus sign iconThe Independent Financial Group has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Independent Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The Independent Financial Group's key employees include:

  • Coo: J. L.
  • Chief Executive: L. J.
  • Investment Advisor: C.

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