SORENSEN FINANCIAL MANAGEMENT

Overview

Sorensen Financial Management is an independent registered investment adviser operating as a limited liability company that serves individual and family clients on a fee‑for‑assets basis. The firm leans toward conservative, income‑oriented portfolios with a clear preference for fixed‑income instruments; investment‑grade corporate bonds form the core of client allocations. Core services include financial planning, discretionary portfolio management for individuals and small businesses, and producing periodic publications or newsletters to clients. Sorensen Financial Management is not an active ESG investor and does not report multi‑state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices