President, Founder
Wealth Strategist
Financial Life Planner
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
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
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
Tom Forsythe
Registered Representative
Business Consultant
Long Term Care Specialist
Lisa Thurman
Client Services Manager