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


32 Years expertise in Retirement Analysis, Wealth Management, Insurance, Estate Planning
Railroad Engineer
U.S. Naval Officer
FINRA series 7, 24, 31, 63 and Life and Health Licenses


B.S. University of Arizona
Finance and Economics


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


Omaha, Nebraska

Everything Else

Former Board Member (8 years) Humane Society of Southern Arizona
Humane Society of Southern Arizona – Planned Giving Coordinator
Member of President’s Club, University of Arizona

Member Tucson Sunrise Rotary Club
Professional Advisory Group, Jewish Community Foundation of Southern Arizona

What will your experience be?

Personnel, Professional, Passionate Financial Life Planning.

Larry Lof

President, Founder
Wealth Strategist
Financial Life Planner

Read more about Larry Lof

Lisa Thurman

Financial Life Planner

Read more about Lisa Thurman

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

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