Have you thought about seeking someone highly qualified to assist you with retirement or other financial plans?
Consider speaking with Larry, whose qualifications include:
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Masters in Business Administration (MBA) with a finance concentration
- Author of “Wealth Odyssey“, a book about financial planning
- Co-author of published research on retirement and distribution planning in a leading peer reviewed financial industry journal.
Larry would be happy to meet with you to discuss your situation. Since retirement is a common goal with most everyone, you may review the retirement process based on research to sustain retirement withdrawals with Larry. This first meeting is complementary with no obligation.
Larry was born in Duluth MN, and grew up in Cloquet MN. He has a B.S. cum laude in Physics from the University of Minnesota and a Master’s Degree in Business Administration (MBA) from the University of South Dakota with a concentration in corporate finance and investments.
Larry retired in 1994 from the United States Air Force as a commissioned officer after a career as a Command Pilot where he flew helicopters, acrobatic jets, and internationally to 47 countries on five continents with large multiengine aircraft. He was also a contingency and war planner during his career as a field grade officer. These experiences showed him how to think ahead and plan for a wide range of alternative possibilities.
Larry has years of financial planning research and real-life experiences showing people personal finance choices that are focused on how to make smart decisions to work towards growing and protecting their wealth, not income. Rather than make things complicated, his work has been focused around simplifying the complexities of prioritizing simultaneous financial planning issues, and their related calculations, so the person’s living is sustainable.
A Certified Financial Planner TM practitioner, Larry is also the author of Wealth Odyssey, a book designed to help people make sensible plans for a successful retirement and pursuing their other goals by understanding how financial planning issues are related to each other through wealth. He has research published in the Journal of Financial Planning related to retirement planning.
Larry has served on the Board of Directors for the Financial Planning Association of Northern California, and has appeared in nationally syndicated articles and on nationally syndicated radio (please see below for a partial listing of articles and shows). Larry is a member of the Academy of Financial Services.
His hobbies include reading and travel, especially to El Salvador where he met his wife, Rosa Maria Cáceres. They live in Rocklin, CA and have four children and nine grandchildren.
They speak Spanish in their home. Ellos hablan español en su hogar.
PS. Learn more about how I apply, the lessons and concepts that I describe in these blog posts, to the specifics of each person’s unique situation on this site linked to here.
Global Talk Radio on “A Story to Tell” first aired Monday January 16, 2006.