Loren B. Kayfetz,  CFP<sup>&reg;</sup> - Financial Advisor

Loren B. Kayfetz, CFP®

CLU,ChFC, MSFS

Senior Wealth Advisor

EP Wealth Advisors - Lafayfette

3738 Mt. Diablo Blvd, Suite 201
Lafayette, CA 94549

EP Wealth Advisors - Lafayfette

260 Hillcrest Place
Pleasant Hill, CA 94523
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General

Loren Kayfetz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EP Wealth Advisors - Lafayfette in Lafayette, CA and the surrounding communities.

Financial Advisor Experience

Loren has been a practicing financial planner since 1980. He has his Master of Science in Financial Services from The American College in Bryn Mawr, PA. He is also a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter, Chartered Financial Consultant and Investment Advisory Representative of Personal Financial Consultants, Inc., a registered investment advisor.
Loren has an extensive background in retirement plan administration and investment planning and insurance issues. Loren is a EP Wealth Advisors in Lafayette.
He holds a BA in Liberal Studies from Thomas Edison State College, Trenton, NJ. He is a member of the Financial Planning Association.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS, CLU

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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