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Movers and Shakers

Marty Jensen The Institute for Family Wealth Counseling (IFWC) appointed Marty Jensen to Executive Director. Ralph Adamo, founder, of IFWC made the announcement. IFWC is an organization that works exclusively with charities to help their donors with IRS compliant tax advantaged tools for planned giving. Jensen will be responsible for driving IFWC's charity initiatives, fundraising, and professional alliance development. Jensen is a graduate of the University of Nebraska, Lincoln. He is a Chartered Senior Financial Planner (CSFP) and a former Certified Investment Management Consultant (CIMC). He holds N.A.S.D. Series 7, 63 & 66, life insurance fixed and variable annuity licenses. A former past President of I.I.M.C., since merged with Investment Management Consultants Association (IMCA).

view article at OCMETRO