Sorensen Wealth Management is an independent, fee-only Registered Investment Adviser (RIA) firm based in California. The company is committed to acting as a fiduciary for its clients, offering personalized financial strategies without the conflicts of interest associated with commission-based products. Their core mission is to help clients achieve their financial goals through a collaborative approach that integrates investment management with comprehensive financial planning, covering aspects such as retirement, estate planning, and risk management.

Founded in

United States