Loren Testa, Financial Advisor located in Santa Fe, NM

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

Financial Advisor 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
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 - 05:00PM
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

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.