Larry Steckler, MsBA, CFP®

Financial Planner
President, Chief Executive Officer

Larry graduated from the University of New Mexico in 1985. He completed a Master's Degree in Management from the Naval Postgraduate School in 1992 and completed a Master's Degree in Business Administration – emphasis in financial and tax planning in 1997. He is a Certified Financial Planner and is licensed to practice financial planning.

Larry provides financial planning services with consideration given to taxation, liability and estate distribution issues. He offers particular emphasis on family and business financial planning. Clients can benefit from his experience in goal setting and strategy development. Additionally, Larry offers significant experience in matching investment time horizon to investment mix, and in risk management techniques. He also provides financial plan implementation services to include equity and fixed income investments, risk management services through life, health and disability insurance products and referral services to attorneys, certified public accountants and real estate professionals.

Larry has extensive experience in developing capital accumulation and capital preservation strategies. He continues to devise programs for the pre-independence client/retiree client to maximize the potential for current income and eventual estate distribution objectives. Larry is able to bring real world experience and academic theory to bear when advising clients.

Larry is active in the financial planning community. He has served on the board of governors for San Diego's Financial Planning Association as President and Chairman of the Board. Larry has been quoted in the Wall Street Journal and he has been featured in the Money Makeover segment of the San Diego Union-Tribune. He has also been a guest on The Financial Advisor's radio show on KOGO AM 600.

Professional experience outside the financial planning profession includes service and retirement as a U.S. Naval Officer. Larry has also served on a board for a local private school and currently serves as advisor to a prominent private charitable foundation. Larry's broad range of experience, academic background, and thorough understanding of the essential elements to build a comprehensive financial plan contributes to his ability to assist clients in achieving their goals and perhaps their dreams.

CA Insurance License #0B60684