
President, Founder
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®
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
Finance and Economics
Family
Hometown
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
CFP® (CERTIFIED FINANCIAL PLANNER™)
Wealth Strategist
Financial Life Planner

Lisa Thurman
Financial Life Planner
Tom Forsythe
Registered Representative
Business Consultant
Long Term Care Specialist