
James "Jim" Lokenemail
Greater Pacific Solutions Financial and Insurance Services - Pasadena
150 S. Los Robles Ave. Ste 750
Pasadena, CA 91101
Professional Story
I love helping people and organizations align their finances and what is important to them. I am dedicated to making a difference in people’s lives. My broad knowledge of financial products and planning helps give my clients the confidence they need when working with a financial professional that I have their best interest in mind.
Education
St. Olaf College (1973 -1977) Luther Seminary (1979-1982)
Hobbies
Dancing, Travel, Song writing and playing music, Painting, Cooking and eating with friends and family
Community Involvement
Chair of the Board, The Trauma Resource Institute Claremont CA
Languages:
- English
Credentials:
- ChFC®
Specialties:
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Investment Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- College Funding Strategies
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