Soren T. Christensen

About Soren T. Christensen

I am a comprehensive financial advisor specializing in financial planning and wealth management in Naples and Fort Myers, FL. I am the owner of a financial planning company – Advanced Wealth Advisors – and an investment advisory company – Advanced Investment Management. I have decades of experience in the financial services industry and I am a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, I have extensive training in investment, retirement, insurance, tax, and estate planning. These accreditations also set and maintain high ethical standards, with rigorous enforcement.My mission is to help my clients prepare for and succeed in retirement. I build comprehensive financial plans to help them achieve their goals, maintain their lifestyle, secure their income, and preserve their assets. I care deeply about my clients. This is why I represent them as a fiduciary financial advisor, always committed to act in their best interest. I know that each client is unique and this is why each plan is customized for their specific goals and objectives. My team and I are always available so that our clients can feel safe and confident about their financial present and future.I live in Naples, FL with my two amazing daughters, and our two lovable dogs. I am very involved with professional and charitable organizations in the Naples and Fort Myers communities. I have a bachelor’s degree from New York University and a master’s degree in business administration from the University of Florida. I also have studied investment management and behavioral finance at the University of Pennsylvania’s Wharton School of Business. I have a passion for philanthropy, music, sports, cooking, and spending time outdoors.

Experience

1. Founder & Chief Investment Officer

   Advanced Investment Management

   Apr 2013 — Present · Naples, FL, US

   We are an asset management firm that provides transparent advice based on your unique needs and goals. Many investment companies hide their fees; we do not. We fully disclose our investment management fees to ensure you are working with an investment advisor that puts your interest first. By putting your interest first, we are always focused on you. We offer you investment advice from advisors who have substantial credentials and experience. We place a strong emphasis on high-quality service to ensure you fully understand your investment management plan before and after it is implemented. The lines of communication with your investment advisor are always open to make sure you feel comfortable and satisfied. Investment management is about both your life and your legacy. Our investment expertise will help you to get the most out of your investment portfolio throughout your life and ensure you preserve as much of it as possible.

Education

• The Wharton School

  Investment Management

  2019 — 2019

• New York University

  Bachelor's Degree, Political Science & History

  2002 — 2006

• University of Florida

  Master of Business Administration (MBA), Finance & Entrepreneurship

  2015 — 2017

• The Wharton School

  Behavioral Finance

  2021 — 2021