Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Loren Paul Fiffik, Cfp ® is listed as Wealth Manager at Confluence Financial Partners at Confluence Financial Partners, a company with 34 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Loren Paul Fiffik, Cfp ®.
Loren Paul Fiffik, Cfp ® previously worked as Wealth Manager at Confluence Financial Partners and Financial Advisor, Assistant Vice President at Pnc Investments. Loren Paul Fiffik, Cfp ® holds Bachelor Of Arts, Economics from Indiana University Of Pennsylvania.
This section adds company-level context without repeating Loren Paul Fiffik, Cfp ®'s masked contact details.
Review company-level records connected to Loren Paul Fiffik, Cfp ® before choosing the right outreach path.
Most Business Owners & Professionals spend their working lives in their career, while in turn their personal finances take a backseat. I guide my clients in wealth expansion, proven tax reduction strategies, and help them retire sooner without sacrificing lifestyle through our 4 Cornerstones Process.With over 20 years of experience, I am dedicated to helping my clients succeed, and I bring the extensive skills and resources to bear in providing comprehensive wealth management and liability management services tailored to the unique needs of highly successful individuals, their families, and businesses over time. Have you considered the following:► Do you have a clear understanding of your entire financial picture into one comprehensive plan?► Are you currently on the path to retiring or exiting your current business on time?► Are you abreast of the latest regulation changes that may impact how your retirement income is distributed and taxed?► Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?► When it comes to retirement have you gone over the best- and worst-case scenarios to retire comfortably and maintain your desired lifestyle?► Is your net worth heavily concentrated in company stock or your company and you're not sure how to diversify it or exit in the most optimal way?► Do you know if you have taken advantage of all tax planning opportunities?► Have you thought about your legacy plan to preserve and pass on your wealth to future generations?► Do you feel that your advisor has your best interest in mind?These are some of the many challenges I help clients overcome. I help my clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth. I am part of a team that brings specific industry expertise that rounds out the perspectives and guidance we offer our clients.If you’d like to learn more about our process, please reach out to me directly here on LinkedIn, or email me at loren.fiffik@confluencefp.com
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Greater Pittsburgh Area
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information.
Other employees you can reach at confluencefp.com. View company contacts for 34 employees →
Alby Oxenreiter, Cpfa
Colleague at Confluence Financial PartnersPittsburgh, Pennsylvania, United States, United States
View →
MK
Mark Koughan Eckels
Colleague at Confluence Financial PartnersBethel Park, Pennsylvania, United States, United States
View →
JE
Joscelyn Ebbert
Colleague at Confluence Financial PartnersUtica, Pennsylvania, United States, United States
View →
NG
Nathan Garcia, Mba, Cfp®
Colleague at Confluence Financial PartnersGreater Pittsburgh Region, United States
View →
RS
Richard Selker
Colleague at Confluence Financial PartnersCanonsburg, Pennsylvania, United States, United States
View →
MT
Michael Touscany, Cfp®
Colleague at Confluence Financial PartnersGreater Pittsburgh Region, United States
View →
GW
Gregory Weimer Ii, Cfp®, Cpa
Colleague at Confluence Financial PartnersGreater Pittsburgh Region, United States
View →
PZ
Patricia Zysk
Colleague at Confluence Financial PartnersGreater Pittsburgh Region, United States
View →
JW
Jim Wilding
Colleague at Confluence Financial PartnersPittsburgh, Pennsylvania, United States, United States
View →
BW
Brian W. Ripley
Colleague at Confluence Financial PartnersCanonsburg, Pennsylvania, United States, United States
View →
Quick answers generated from the profile data available on this page.
Loren Paul Fiffik, Cfp ® works for Confluence Financial Partners.
Loren Paul Fiffik, Cfp ® is listed as Wealth Manager at Confluence Financial Partners at Confluence Financial Partners.
Loren Paul Fiffik, Cfp ® is based in Pittsburgh, Pennsylvania, United States while working with Confluence Financial Partners.
Loren Paul Fiffik, Cfp ® has worked for Confluence Financial Partners and Pnc Investments.
Loren Paul Fiffik, Cfp ®'s colleagues at Confluence Financial Partners include Alby Oxenreiter, Cpfa, Mark Koughan Eckels, Joscelyn Ebbert, Nathan Garcia, Mba, Cfp®, and Richard Selker.
You can use AeroLeads to view verified contact signals for Loren Paul Fiffik, Cfp ® at Confluence Financial Partners, including work email, phone, and LinkedIn data when available.
Loren Paul Fiffik, Cfp ® holds Bachelor Of Arts, Economics from Indiana University Of Pennsylvania.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts