Loren Testa

What inspires me most is helping individuals and families achieve their most meaningful goals, many of which have a financial aspect.

By partnering with clients throughout their lives, we're able to support them through both the small, everyday decisions and the significant turning points to improve the likelihood of extraordinary results. Our proven process begins by identifying what matters most to each client and setting clear, measurable objectives to track progress. While strategy is essential, the real value comes from fostering synergy around them between my team, our firm and the client’s other professional advisors. This collaborative approach helps to ensure ongoing execution, monitoring and adjustments to keep clients on track. My branch office administrator, Stephany, is generally the recipient of the highest praise we receive, for her exceptional ability to guide the critical tasks toward completion while making it a terrifically pleasant experience. We don’t expect our clients to become financial experts, but we work to help ensure they are equipped with the knowledge needed to make confident, informed decisions. We serve a diverse clientele with varying goals, prioritizing financial stability and long-term security. However, much of my most fulfilling work comes from assisting multi-generational families with strategies for legacy preservation, wealth transfer, and impactful charitable estate planning. Being entrusted to serve as a part of the leadership of our Northern New Mexico region has been a milestone in my career. It has further fueled my commitment to self-development and the exponential impact of developing the talents of other financial advisors. Outside of work, I enjoy travel, golf and spending time with my wife, Cathy, and our two dogs. I also serve as a coach for Punching Out Parkinson’s as well as president of its board and we actively support causes such as Alzheimer’s research and animal welfare. Born and raised in Santa Fe by a father who was a dedicated educator and a mother with inspiring grit and determination, I strive to carry their lessons of resilience and purpose into every relationship I build.