Trusted Financial Advisor

Mr Loren B Kayfetz CFP

Mr Loren B Kayfetz CFP

Personal Financial Consultants Inc.

3738 Mt Diablo Blvd Ste 201, Lafayette, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$500,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor