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.