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Home > Financial Planner Directory > California > Oakland > Loren B. Kayfetz, CFP®,CLU,ChFC, MSFS
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Loren B. Kayfetz, CFP®,CLU,ChFC, MSFS

Personal Financial Consultants

1970 Broadway
Suite 1140
Oakland, CA 94612
Phone: (888) 557-3272
Fax: (888) 852-3273

Toll-free: (888) 557-3272

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: Minimum assets to manage $500,000, will consider smaller if on a fast track accumulation program and/or is member of a household of client with sufficient assets that we manage.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.