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.
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There’s an alarming difference between perception and reality for current and future retirees.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
To choose a plan, it’s important to ask yourself four key questions.
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Being healthy not only makes you feel good, it may also help you financially.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Making the most of surprises is a great reason to work with us.