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.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Don’t overlook the need for renter’s insurance if you rent your home.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
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.
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
What does your home really cost?
Do you know these three personal finance sayings?
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?