Loren is a Personal Financial Planner (PFP), discretionary Portfolio Manager, and partner at Salient Wealth Planning Group. Loren enjoys the limitless levels of complexity in the financial world and how a thoughtful cross disciplinary financial planning process, with dynamic investment strategies, can solve the most complex financial situations. He loves helping people, and genuinely appreciates watching people’s lives improve by achieving their financial objectives from the services he and his team provides. Prior to becoming an independent financial advisor, Loren was a Senior Financial Advisor and Portfolio Manager at Merrill Lynch for 10 years, after performing as Financial Planning Specialist and Financial Consultant at Smith Barney and Dean Witter/Morgan Stanley, where he started his career in 1997.
Loren's educational accomplishments consists of an Economics Degree from UCLA, Series 7 License, Series 66 license, California Insurance License (#0D41969), Certificate in Personal Financial Planning (PFP) from UCLA Extensions, and he is currently completing his Masters of Science in Personal Financial Planning from CFFP.
Loren was born, raised, and currently resides in the South Bay with his two teenage boys and wife of 18 years. In his spare time, he enjoys taking the family on adventures (skiing, fishing, off-roading), plays tennis, competes in an occasional triathlon, and is a car enthusiast.