President, Founder

Wealth Strategist
Financial Life Planner

Favorites & Hobbies

Food – Northern Italian Sports – University of Arizona Travel – Anything but cruises Music – Jackson Browne TV – PBS Reading – Non-Fiction Cooking Photography Entertaining

Larry Lof, CFP®

“All that is necessary for the triumph of evil is that good men do nothing.” – Edmund Burke

Experience

32 Years expertise in Retirement Analysis, Wealth Management, Insurance, Estate Planning
Railroad Engineer
U.S. Naval Officer
CERTIFIED FINANCIAL PLANNER™ (CFP®)
FINRA series 7, 24, 31, 63 and Life and Health Licenses

Education

B.S. University of Arizona
Finance and Economics

Family

Wife Lynne, daughters Julia and Gretchen, Son Mike and 3 beloved dogs: Spike, Muggsy, and a new rescue, Mr. Buck

Hometown

Omaha, Nebraska

Everything Else

Member Cambridge Investment Research, Inc. Continuity of Partners Group (Succession Planning)
Member Tucson Sunrise Rotary Club
Former Board Member (8 years) Humane Society of Southern Arizona

What will your experience be?

Personnel, Professional, Passionate Financial Life Planning.

Larry Lof

President, Founder
CFP® (CERTIFIED FINANCIAL PLANNER™)
Wealth Strategist
Financial Life Planner

Read more about Larry Lof

Stephanie Mayoral

CRPC® (Chartered Retirement Planning Counselor)
Financial Life Planner

Read more about Stephanie Mayoral

Sue Lubbers

Executive Service Administrator

Read more about Sue Lubbers

 

Tom Forsythe

Registered Representative
Business Consultant
Long Term Care Specialist

Read more about Tom Forsythe

Lisa Thurman

Client Services Manager

Read more about Lisa Thurman

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