27001 Agoura Road
27001 Agoura Road
The Latte Lie and Other Myths
Larry Schechter M.A.,PPC®, Financial Advisor, Concierge Services
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Larry Schechter is a Registered Representative with and offers securities through M.S. Howells & Co., a registered broker/dealer. Member FINRA/SIPC. Larry also offers Advisory Services through Planned Asset Management, a registered investment Adviser firm. M.S. Howells & Co. and Planned Asset Management are not affiliated entities. Larry has attained the designation of Professional Plan Consultant (PPC®) enabling him to better serve Plan Sponsors of Employee Benefit Plans and their participants.
Those awarded the designation of PPC™ have a minimum of three years of financial industry experience, successfully complete a specialized program on the service issues faced in the development, management, and monitoring of a qualified plan, and subsequently pass a comprehensive examination. PPC™ designees sign off on a Code of Ethics and make a commitment to a higher level of service in the retirement plan industry. To maintain the PPC™ designation, there are annual requirements that must be met including continuing education on current topics relevant to plan sponsors.
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 registered investment adviser 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.
Financial Advisor/Investment Advisor Representative
VP of First Impressions
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