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Loren K
CFP®, Series 65
Wesley Chapel, FL
Facet
Loren Krieg is a CFP® with six years of industry experience, currently serving as a financial advisor at Facet since 2024. He previously worked at Tapfin/EY for four years and Florida Financial Advisors, Inc. for one year, following a long tenure at Walgreens. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily through phone, video, and a proprietary web platform, serving a range of individual clients. The firm uses model-based asset allocations with technology-driven processes and a flat subscription fee model that includes investment management.
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