Loran Filson (CFP®, CKA®)

Loran Filson focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Making financial decisions as you near retirement can feel a bit uncertain without a plan you understand.


As a husband, father, and active member in his community, Loran understands how important it is to have a clear plan in place to ensure you’ll thrive in retirement.


In fact, that’s why for over 25 years he’s helped clients restore confidence in their financial future using FAC’s proven investment management process.

Additional Information

Having met in college, Loran and his wife Sherri have been married for over 35 years and have two adult children. Originally from Indiana and a native Hoosier, he now considers West Michigan home after moving here over 25 years ago.

NAPFA Start Date

August 05, 2020


This Office

4251 Cascade Rd SE Grand Rapids, MI 49546-8320 Phone: (616) 235-5260