Loren B. Kayfetz
MSFS, CFP®, ChFC, CLU
Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Thomas Edison State College, B.A., Liberal Studies
The American College, M.S., Financial Services
Loren Kayfetz has an extensive background in retirement plan administration and investment planning and insurance issues. A member of the Financial Planning Association, he is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter®, Chartered Financial Consultant® and a Registered Investment Advisor. Loren has been a practicing financial planner since 1980, and in 1985 founded Personal Financial Consultants, Inc., which joined the EP Wealth Advisors family in 2019. Loren’s vision of providing independent, unbiased services to individuals, couples, families and small businesses also inspires his work in the community, which includes fund raising for the United Ways of Kauai and Guatemala, the Baltimore Symphony and multiple arts organizations across the country. He and his wife Pat Pannell live in Pleasant Hill, CA and maintain a residence on the island of Kauai. A flute and piccolo player since childhood, and a graduate of Michigan’s Interlochen Academy of Arts, Loren remains an avid amateur musician.