Larry Schechter M.A., PPC
Financial Advisor/Investment Advisor Representative
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, LLC 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.
One of Larry's great joys is working with the Los Angeles Jewish Home, a center for the elderly that is supported by The Executives www.jha.org/executives/. Larry is an active member and is able to support the Home through his activities there. Giving back to the community is an important aspect of his approach to life and business.
He enjoys working with families and individuals to help them get their financial affairs in order with a very personalized approach. His goal is to bring solutions to your financial and life challenges.
Understanding your goals and objectives is the focus in developing risk-adjusted portfolios to help you achieve an investment portfolio that you can live with. Larry offers the following services:
- Retirement Planning and Investment Management
- Estate Planning Coordination and Trust Review
- Access to your Personal Financial Advisor seven days a week
- Concierge Personal Service for Managed Accounts
- Portfolio and Asset Management
- Business Retirement Planning Integration and Succession Planning
- Life, Disability and Long Term Care Insurance
- Social Security Integration Planning
- College Funding Strategies