Larry Schechter, Financial Advisor/concierge financial services

Larry Schechter is a Registered Representative with and offers securities through M.S. Howells & Co. member FINRA/SIPC. Larry also offers Advisory Services through Planned Asset Management - a Registered Investment Advisory firm. M.S. Howells & Co. and Planned Asset Management are not affiliated. 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.

Planned Asset Management is an independent firm based in Calabasas, California, offering comprehensive financial planning services to individuals, families, professionals, and small business owners. We serve clients throughout the greater Los Angeles area, as well as across the country, focusing on wealth accumulation, preservation, and distribution.

At Planned Asset Management we pride ourselves on experience, professionalism and commitment to our clients. Working together as a team, our goal is to build trusted relationships with clients and develop strategies aimed at increasing a client's income, minimizing income and estate taxes, and increasing their overall net worth, all with special attention paid to personal service.

Prepare for the road ahead with the help from Larry Schechter, your own financial concierge. Contact Larry today for a no-cost, no-obligation first meeting.

 

  • 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