James "Jim" Loken

  • ChFC®

Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Investment Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, College Funding Strategies

Languages: English

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.


St. Olaf College (1973 -1977) Luther Seminary (1979-1982)


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

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MassMutual Greater Pacific - Pasadena

Satellite Office

150 S. Los Robles Ave. Ste 750
Pasadena, CA 91101