Unclaimed Profile

Loren Bruce Kayfetz

PERSONAL FINANCIAL CONSULTANTS, INC.·LAFAYETTE, California

Series 6, Series 7, Series 22, Series 24, Series 28, Series 53, Series 63CFP ChFC29 years registeredPERSONAL FINANCIAL CONSULTANTS, INC.

3738 MT. DIABLO, LAFAYETTE, CA 94549CRD# 1005250Firm CRD# 26440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Loren Bruce Kayfetz · LAFAYETTE, CA

Registration

CRD #1005250 · PERSONAL FINANCIAL CONSULTANTS, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PERSONAL FINANCIAL CONSULTANTS, INC.

ORIGIN FINANCIAL

Nov 2021 – Jul 2022

CLAYTON, CA

EP WEALTH ADVISORS

Aug 2019 – Aug 2021

Lafayette, CA

PERSONAL FINANCIAL CONSULTANTS, INC.

Jul 1997 – Sep 2019

LAFAYETTE, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 28

Series 53

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designations · CFP, ChFC

Disclosure History

1994Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PERSONAL FINANCIAL CONSULTANTS, INC.

CRD 26440 · SEC 801-75061

AUM

$196M

Regulatory assets under management

Employees

211 client accounts

Services offered by PERSONAL FINANCIAL CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERSONAL FINANCIAL CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Loren Bruce Kayfetz offer?

Loren Bruce Kayfetz specializes in Financial Planning, Investment Management, Wealth Management.

What are Loren Bruce Kayfetz's credentials?

Loren Bruce Kayfetz holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Loren Bruce Kayfetz located?

Loren Bruce Kayfetz is based in LAFAYETTE, California, last registered with PERSONAL FINANCIAL CONSULTANTS, INC..

How does Loren Bruce Kayfetz charge for services?

Loren Bruce Kayfetz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSONAL FINANCIAL CONSULTANTS, INC.?

PERSONAL FINANCIAL CONSULTANTS, INC. has approximately 5 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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