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.

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