top of page
sofa_bylaws.jpg
Lohrenz
Reed Lohrenz

2589 E 24th St., Suite 4 Yuma, AZ 85365

Yuma, AZ

AZ

85365

Professions

Financial Adviser

About Me
Workshops Offered

Allocation & Modern Portfolio Theory
Budgeting
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
I.D. Theft
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
How to Increase Your Health and Wellness
Legal Lessons for Life
Maximizing the Right Mortgage Strategies in Todays Market
Taking Control of your Cash - Eliminating Debt
Restoring your Life after COVID 19
Refining your Mortgage 101
Strategies for a Sustainable Income in Retirement
Stress and Your Health
Tax Planning
The U.S. Housing Crisis
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
You and Your Credit Score
Behavior
Medicare

Reed Lohrenz is the co-founder and managing partner of Entrust Wealth Management, an office of United Planners Financial Services. He is committed to providing the highest standard of service and professionalism to each of his clients. Reed strives to know and understand his clients' financial situation and experience so that he can provide accurate and quality information.

It is his mission to help people reach their financial goals and dreams
by providing products and services that are most suitable to their unique
needs. He takes pride in demonstrating concern for his clients and
providing excellent service so they feel comfortable with the financial
strategy they choose.

Reed has always been passionate about helping people. He earned his
Bachelor's degree from Fort Hayes State University, concentrating on
communications and psychology. He continued his education with graduate studies in Counseling. Reed is also a graduate of the Sunset International Bible Institute with a degree in Ministerial Studies and Missions.

After 25 years of preaching in Kansas and Arizona, Reed decided to
concentrate his efforts on helping people on a different manner. Reed has
been in the financial services industry since 2000. He started with
Metropolitan Financial Services. He is a Registered
Representative and an Investment Adviser Representative with the I holding a Series 6, 7, 65, and 63 licenses. Additionally he is licensed in Life, Health and Property / Casualty insurance in the state of Arizona and several other states.

When Reed isn't assisting people with their finances, he remains active at
the Central Church of Christ in Yuma, teaching and as a member of their
Board of Directors. He enjoys reading, traveling, hunting,
fishing and spending time with Kathy, his wife of 49 years, his two
daughters and 10 grandchildren.

bottom of page