Loren has more than 23 years of experience in the financial industry helping individuals, families and businesses achieve their financial goals. He connected with Amar, a former co-worker, with his philosophy of transparency, evidenced based advice and fairness regarding long-term relationships with clients. When he discovered the Client First Capital platform, he decided to join Amar and help the cause. He is experienced in retirement planning advice and risk management. He is also experienced in small business and non-profit investment planning.Before Client First Capital, Loren was a Senior Financial Adviser at JP Morgan Chase for over 14 years. Before JP Morgan Chase, he worked at various financial institutions, such as Charles Schwab and Morgan Stanley Dean Witter, and has had a front row seat witnessing the development of the financial industry in its current state. Loren holds a Master’s of Science Degree in Financial Analysis from The College for Financial Planning. He has a certificate in financial planning from New York University and abides by the code of ethics and fiduciary standards of these best in class industry designations. He will sit for the Certified Financial Planner exam next year.To learn more, visit https://clientfirstcap.com/#ContactUsClient First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This websiteis solely for informational purposes. Past performance is no guarantee of future returns. Investing involves riskand possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.