Larry Schechter M.A.,PPC®

26135 Mureau Road, Suite 201
Calabasas, CA 91302
  • 818-262-8080
  • 818-583-1758

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Larry Schechter, Financial Advisor/concierge financial services

Larry Schechter is a Registered Representative with and offers securities and Advisory services through Independent Financial Group, LLC, member FINRA/SIPC. Larry also offers Advisory Services through Planned Asset Management - a Registered Investment Advisory firm. Larry has attained the designation of Professional Plan Consultant (PPC®) enabling him to better serve  Plan Sponsors of Employee Benefit Plans and their participants.

 His office is located in Calabasas, California. Larry earned a Bachelor of Art's degree from Queens College of the City University of New York and a Master's Degree from St. John's University in New York. He is a seasoned advisor working with Planned Asset Management,  an established advisory firm. Planned Asset Management has been helping clients for over 30 years.

Larry has been married for over forty years, has two married daughters and three active grandchildren.  He has experienced many of the phases of life and understands them and the particular needs they create in a deeply personal and professional context.

Understanding your goals and objectives is the focus in developing risk-adjusted portfolios to help you achieve a personalized  investment portfolio that you can live with. Larry offers the following services:

  • Wealth Management and Retirement Planning
  • Concierge Level Financial Services
  • Estate Planning Coordination and Trust Review
  • Portfolio and Investment Management
  • Business Retirement Plan Strategies and Implementation
  • Help you build your financial future

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck