Founder, Financial Planner / Portfolio Management
Loren is a Financial Planner, discretionary Portfolio Manager, and founder of WealthQ². 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/process he and his strategic team/deep resources 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, respectively, where he started his career in 1997.
Loren's educational accomplishments consists of an Economics Degree from UCLA, Series 7 registration, Series 66 registration, California Insurance License (#0D41969), Certificate in Personal Financial Planning (PFP) from UCLA Extensions, is an Accredited Wealth Management Advisor (AWMA®), is an Accredited Portfolio Management Advisor (APMA®), and he is "always learning" currently via completing his Master's Degree in Personal Financial Planning, an Advanced-Career Curriculum from the College for Financial Planning (CFFP).
Loren was born, raised, and currently resides in the South Bay area of Los Angeles, with his two teenage boys and wife of 23 years. In his spare time, he enjoys taking the family on adventures (RVing/fishing/skiing), jiu jitsu, and trail running with his dogs.
Client Services Manager
Jonathan Pineda began his career in Wealth Management in 2010 after graduating from U.C. Santa Cruz with a degree in Business Management Economics. He has held analyst and client service roles within the Wealth Management industry and has worked for firms such as Smith Barney, Morgan Stanley and Merrill Lynch. He holds a series 7 and series 66 license.
Wealth Management Advisor
Denny is a partner and a discretionary Portfolio Manager with Salient Wealth Planning Group. Denny brings 18 years of experience to the team. Prior to joining Salient Wealth Planning Group, Denny spent 9 years at Merrill Lynch with his...
Director of Planning
Areas of expertise: Comprehensive financial planning, Estate Planning, Life Insurance Education: Bachelor of Science from University of California, Davis Professional designations: CFP®, ChFC® Years of service: 6 (17 Industry)
Areas of expertise: Complex estate planning, business succession planning, and retirement Education: Master’s degree from Southern Methodist Professional designations: CFP® Years of service: 30
Areas of expertise: Comprehensive financial planning for the high net worth market. Education: Bachelor’s degree in Business Administration from University of North Florida. Professional designations: ChFC®, CFP®,...
National Design/Advanced Planning Attorney
Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, compliance-related business and technical review of sales and marketing materials. Years of service: 34
Areas of expertise: Advanced planning case design support, field training, legislative monitoring and reporting, and compliance-related business and technical review of sales and marketing materials. Education: Juris Doctor degree...
Areas of expertise: Comprehensive financial planning for the high net worth market. Education: Master’s degree in Business Administration from Regis University; Bachelor’s degree in Marketing, International Business, and...