Loren Testa, Financial Advisor

FINANCIAL ADVISOR
Loren G Testa

ChFC®, AAMS™
1660 Old Pecos Trail, Suite I, Santa Fe, NM 87505opens in a new window
CallSend Me a Message

Focus Areas

  • Sustainable investing
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Pets
  • Social Responsibility
  • Traveling
  • Golfing

Team Members

  • Stephany Bonifer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(505) 988-2967

Fax

(877) 563-3148

Office Address

1660 Old Pecos Trail
Suite I
Santa Fe, NM 87505opens in a new window

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