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

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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

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Education

B.S. University of Arizona
Finance and Economics

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Family

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

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Hometown

Omaha, Nebraska

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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