Mr. Christensen has decades of experience in the financial planning and wealth management industry and he is a Certified Financial Planner™, Certified Investment Management Analyst®, and Chartered Financial Consultant® professional. As a result of achieving these designations, Soren has extensive training in investment, retirement, insurance, tax, and estate planning. These accreditations also set and maintain high ethical standards, with rigorous enforcement. In recognition 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 Investment News, as well as many local publications, such as: Naples Illustrated, Gulfshore Business, and the Naples Daily News.

Mr. Christensen represents his clients as a comprehensive financial planner and fiduciary wealth manager. Soren’s mission is to help his clients prepare for and succeed in retirement. He builds comprehensive financial plans to help them achieve their goals, maintain their lifestyle, secure their income, and preserve their assets. Soren cares deeply about his clients. This is why he represents them as a fiduciary financial advisor, always committed to act in their best interest. He knows that each client is unique and this is why each plan is customized for their specific goals and objectives. Soren and his team are always available so that their clients can feel safe and confident about their financial present and future.

Soren lives in Southwest Florida with his two amazing daughters and their two lovable dogs. He is very involved with professional and charitable organizations in the Naples and Fort Myers communities. Soren has a bachelor’s degree from New York University and a master’s degree in business administration from the University of Florida. He has also studied investment management and behavioral finance at the University of Pennsylvania’s Wharton School of Business. Soren has a passion for his family, philanthropy, sports, cooking, and spending time outdoors.