What inspires me is helping people achieve the things that are most meaningful to them. Since most of those things have a financial component, I strive to make a difference by partnering with clients throughout their lives to help make the small decisions that lead to extraordinary outcomes.
Our established process begins with understanding what's truly important to our client to identify measurable objectives to mark progress. A strategy is the starting point, but our most significant value comes from creating synergy between my branch team, our firm and our clients' tax and legal professionals to help ensure execution, monitoring and adjustments that keep you on track.
While I don't expect my clients to become technical experts in investing, I do work to help ensure they have a foundation to make confident financial decisions. I serve a diverse group of clients with wide-ranging goals. The progression to financial stability and on to long-term security is my first objective, but some of our most impactful successes come from working with multi-generational families to preserve their legacy through unique wealth transfer strategies, and in some cases, to make a lasting difference through philanthropic work and charitable estate planning.
Being invited to help serve in the leadership of our Northern New Mexico region was a benchmark for me, and furthered my passion for self-development and the exponential impact of developing the talents of other financial advisors.
Outside of the office I enjoy travel, golf, bonsai, and time with my wife, Cathy, our two dogs and four cats. I'm a Rotarian, and Cathy and I enjoy volunteering with animal rescue, Parkinson's and Alzheimer's causes.
Although from humble beginnings here in Santa Fe, I feel fortunate to have been raised by a father who was an insightful educator and a mother whose grit and commitment were truly inspirational. I strive to carry those lessons into every new relationship I build.
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Social Responsibility
Phone NumberLoren G Testa at (505) 988-2967
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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