Loren Camp, CFP®, CFA, TwinStar Financial Advisor
Loren Camp has over 20 years experience in the financial industry he can draw on to answer your investment, financial planning, and insurance questions.
After graduating from Pacific Lutheran University in Tacoma, Loren began his financial career working at the Chicago board of Trade in the futures trading pits. From there, he became an individual broker and moved to the largest retirement company in the United States, working with high net worth clients offering investment and estate planning services.
Loren obtained both the Certified Financial Planner and Chartered Financial Analyst designations in 2003. He is currently licensed in the State of Washington for both life, disability, and long-term care insurance. He also holds the series 7, 63, & 65 securities registrations.
After living in Colorado for 17 year, Loren moved back to the Pacfic Northwest and worked for a fee-only financial planning and CPA firm assisting individual and small businesses with both their tax and investment needs. In 2014, Loren joined the TwinStar Financial Advisor team and is primarily working out of Olympia and the Grays Harbor area.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding the value of a home warranty.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A quick look at how federal income taxes work.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Do you have an estate strategy? You should.
Five strategies for managing your student debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
When should you take your Social Security benefit?