Soren T. Christensen, CFP®, ChFC®, MBA
Soren T. Christensen is the Founder and CEO of Advanced Wealth Advisors. Mr. Christensen has over twelve years of experience in the financial services industry and he is a Certified Financial Planner™ professional and a Chartered Financial Consultant®. Both designations come with extensive training in investment, retirement, insurance, tax, and estate planning. These accreditations set and maintain high ethical standards, with rigorous enforcement. As a result of his considerable training, knowledge, and expertise Soren has been interviewed by many financial media outlets, including: CNBC, the Wall Street Journal, Financial Planning Magazine, and the Naples Daily News.
Mr. Christensen represents clients across the country as a comprehensive financial advisor. He believes it is essential to the financial planning process to factor in one’s accumulation, distribution, and preservation goals. This is why investment, retirement, and estate planning considerations are all part of his financial planning process. He delivers a comprehensive financial plan that factors in the client’s life and legacy goals. Soren’s mission is to grow and preserve the wealth that will be used throughout his clients’ lives as well as to reduce, to the greatest extent possible, the tax burden on that wealth when it is passed to the next generation or charity.
Soren lives in Naples, FL with his wonderful wife Allison, their amazing daughter, and their two goofy dogs. Soren and Allison are very involved with professional and charitable organizations in the Naples community. Soren has a bachelor’s degree from New York University and a master’s degree in business administration from the University of Florida. Allison is a practicing civil litigation attorney with a bachelor’s degree from the University of Michigan and a J.D. degree from Wayne State University. They are both huge sports fans and enjoy spending time outdoors.
Do you need help in any of the following financial planning areas?
- Investment planning
- Retirement planning
- Estate planning
Click here to request a free consultation with Soren.