Loren Paul Fiffik
Wealth Manager @Confluence Financial Partners
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WORK HISTORY
Wealth Manager @Confluence Financial Partners
Pittsburgh, PA, US
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 about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
EDUCATION
Indiana University of Pennsylvania
Bachelor of Arts
ABOUT LOREN PAUL FIFFIK
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 l••••••••@confluencefp.com
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