Jonathan D. Torrens CFP® is the founding principal and President of Torrens Capital Management, LLC. Prior to forming his own independent fee-only investment advisory and financial planning firm in 2004, he served as Vice President of Investments for a major Wall Street firm. As a Registered Investment Advisor, he acts in a fiduciary capacity to provide independent, unbiased and trusted advice to his clients.
With 25 years of financial service experience, Mr. Torrens’ primary focus is building and preserving client wealth by providing financial planning based solutions to individuals, institutions and businesses by managing their liquid and illiquid assets, arranging asset based personal or business credit, and protecting client wealth against unnecessary income, capital gain and estate taxes.
Mr. Torrens is a CERTIFIED FINANCIAL PLANNER™ Practitioner certified by the Certified Financial Planner Board of Standards in Washington, DC. He is an active member of The Financial Planning Association (FPA) and The Financial Planning Association Northeast Ohio Chapter (FPANEO).
Throughout his career, Mr. Torrens has conducted comprehensive financial management workshops for public and privately held corporations, non-profit organizations and educational institutions. He earned a bachelor’s degree from Ripon College. He earned his CFP® designation in May of 2003. He is married, has two teenage boys and one goldendoodle.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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