Soren T. Christensen,  CFP<sup>&reg;</sup> - Financial Advisor

Soren T. Christensen, CFP®

CIMA®, ChFC®

Founder & Chief Planning Officer

Advanced Wealth Advisors

4099 Tamiami Trail N, Suite 402
Naples, FL 34103
FINANCIAL ADVISOR'S WEBSITE
(239) 455-1100

General

Soren Christensen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advanced Wealth Advisors in Naples, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Special Needs

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